Update client master record and send handover email
Update client master record and send handover email
Your handover forms lack consistent recording, leaving AM details scattered and requiring manual consolidation. The master record is updated and a single handover email is sent same day.
Overview
When AM handovers aren't logged consistently, incoming account managers and operations coordinators lack context and work is delayed. This workflow updates the central client record and sends a single handover email so teams have the right details to act same day.