Account ownership flow

Maurício Nunes | February 7, 2022

AE or SDR sells a
business package

Account AE keeps
owned by YES ownership of the
AE? account

NO

1c6386

AE has an
open opportunity on
the account?

NO YES

No open AE has open

opportunity on opportunity on
account account

How many How many

employees? employees?
<100 employees
101-5,000 5,000+
employees <100 employees
employees
101-5,000
5,000+ employees
employees
Hand off account Hand off account Hand off account Hand off account
to SMB AM. to AM. Round to SMB AM. to AM. Round
Round robin after robin after 120 Round robin after robin after 120
120 days days 120 days days

Sales Ops sends

spreadsheets with
accounts to
hand-off

Sales Ops uploads

account changes
to Saleforce