Account Ownership Admin

Requires rms.account_ownership.admin or Pitch Revenue admin role.

Overview

Account owners in Pitch Revenue mirror CenterPoint company Account Manager (manager_employee_id) during transition. Properties inherit company ownership unless overridden.

SYNC_IN WRITEBACK

Manage ownership

Unassigned companies, rep departure, and CP manager sync.

Companies with no Pitch Revenue account owner. Select rows, add one or more reps below, preview the equal split, then assign.

0 selected

Add at least one rep to preview the split.

Pull CP Account Manager into Pitch Revenue tbl_account_ownership. Batched sync runs daily at 06:00 UTC via pg_cron (~120 companies per tick).