Jul 14
Report on New Clients in Agreement Syncing Tools
As new clients are added into tools like Axcient, BSN, SentinelOne, etc, the news sometimes does not make it back to the AR team. This creates a challenge as the AR team needs to be notified so they can effectively add customers into the agreement syncing tools. Ideally, on an interval, each tool is monitored for unmapped clients. If an unmapped client is detected, notify the associated AR rep for review.
Reviewing