Owner Portal

Step 1: Determine Main Point of Contact

If the main point of contact for the Owner Portal stage needs to be CHANGED from the current assigned user, complete the following steps (if not please continue to step 2):

This step ensures that if the designated main point of contact needs to be different from the original assigned user, an option is provided to facilitate this adjustment seamlessly.

1. Assessing Main Point of Contact Needs: Evaluate whether the assigned user from the Accounting stage should also serve as the main point of contact for the newly acquired owner. 

2. Option Assignment: If a different main point of contact is needed than the original assigned user select the + sign below the first existing Wait step. Find "Assign to User" in the list of actions and select the user(s) for the system to automatically reassign the contact. 

3. Wait Period: Following the "Assign to User" step add an additional action by clicking the + sign again. Add a 'Wait' period for 1 minute to allow for any necessary adjustments or confirmations when being processed automatically. 

Step 2: Sending Owner Email Update

1. Email Customization: A templated email addressed to the owner has been added automatically to the system.  You will need to customize this email.  This email provides the new owner with access information to their online Owner Portal.  Please add login information and video tutorial as needed.

Step 3: Task to check in with New Owner

1. Task Notification: A task will be created and assigned to the Assigned User to make sure they check in with the New Owner to ensure they have signed into their Owner Portal account.  Customize this for your needs to include a specific team member, description, title, due date, etc.