Command

SOP Linked: <a href="https://docs.google.com/spreadsheets/d/1pgQzolX2XNal2iOgQkmRcwlZzlLwIaDVv-oUe2xFUBk/edit?gid=0#gid=0" rel="nofollow noopener noreferrer" target="_blank">HERE</a>

Fill out Account Transition Template when transition account to a new strategist

- Account Overview
- Resources
- Account Contacts
- Historic Knowledge
- Vendor Info

Programmatic Account Transition

Find answers and get help from Intercom Support and Community Experts

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