Update partner company record and notify assigned owner
Update partner company record and notify assigned owner
Your partner signup rows in the commissions sheet often lack an assigned owner, delaying commission routing and partner outreach. Keep company ownership current so payouts and outreach proceed today.
Overview
Manual commission assignments create delays and disputes; this flow reads new commission rows, routes them by plan code, updates CRM ownership, and sends owner notifications. That means payouts and partner outreach happen the same day instead of waiting for manual lookup.