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Streamline BOLO Ownership Changes
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While ownership changes are a common occurrence, they can also be a big pain point for companies. Sending notifications to all departments that are affected by an ownership change can be a time-consuming process, not to mention that they are easy to overlook when they arrive in your inbox.
Enter P2 Workflow.
P2 Workflow is a solution that not only eases the communication of ownership changes but also alerts everyone who needs to know up front, instead of trying to correct ownership decks after the fact – which leads to many prior period adjustments.
Download this webinar to learn how BOLO users can streamline ownership changes so that:
- Alerts are sent to all impacted departments up front
- Updates to records are timely
- Reports and source documentation are saved to a designated location for easy retrieval later