Accounts and teamwork
Choose the target account and team, then connect preparation, publishing and handoffs. Each batch targets one account.
Batch publishing checklist
Check account access, files, schedules and the status after submission.
Read more →Team roles and handoffs
Assign account management, publishing and exception follow-up responsibilities.
Read more →Build a workable batch workflow
Read the full approach, from preparing files to following up failures.
Read more →A batch workflow example
A reproducible preparation, submission and handoff exercise, without invented customer results.
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