Stop orphaned accounts with 90-day expiry for managers
Stop orphaned accounts with 90-day expiry for managers
Account managers miss farming flags, leaving accounts orphaned. It sets a 90-day ownership expiry when the flag triggers, so managers reassign before accounts lapse.
Overview
Orphaned accounts create service gaps and operational risk when ownership lapses go unnoticed. This workflow enforces a visible 90-day ownership expiry and notifies account managers so reassignments happen before accounts lapse, delivering clearer accountability and faster handoffs.
Notable Features
- Set 90-day ownership expirations
- Notify account managers on trigger
- Mark company status for visibility