Update agent contact record when BDM assignment changes
Update agent contact record when BDM assignment changes
Your agent roster falls out of date when BDM assignments change, leaving reps without current owner contact. Keep agent contact fields updated so teams can reassign and reach owners same day.
Overview
When BDM ownership moves, agent rows often stay stale and reps lose contact context. This flow keeps agent records current so sales managers and project coordinators can reassign work and reach new owners same day.