Update account benefit flags from client records changes
Update account benefit flags from client records changes
Updated client records leave account outreach stale, causing missed follow-ups and campaign confusion. The workflow updates account outreach fields so Sales Ops act on correct status same day.
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Overview
When client selections don't flow into account records, reps waste time and outreach slips. This flow centralizes campaign-path choices on account records so Sales Ops and managers see the correct outreach state and act on it same day.