Update account request owner when case owner changes
Update account request owner when case owner changes
You miss request ownership when case owner changes aren't mirrored, delaying onboarding and creating unclear responsibility. Keeping request assignees aligned lets teams begin handoffs same day.
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Overview
When a case owner changes, related account requests can stay assigned to the wrong person and stall onboarding. This flow keeps the account request assignee aligned with the case owner so your operations managers see correct ownership and handoffs start the same day.