— ○ Initializing
Log New Assignment
Up Next — Round Robin Queue
Union Mid-Market
—
Up next for assignment
Non-Union Mid-Market
—
Up next for assignment
Quick Load Overview
Assignment History
0 selected | Bulk set:
# ↕ Company Name ↕ SF Account Name ↕ Parent Company ↕ CSM ↕ Assignment Type ↕ Segment ↕ Account Status ↕ L12M GPV ↕ Sign Up Date ↕ Assigned Date ↕ App URL SF URL Notes Synced ↕ Last Synced ↕
Account Load by CSM
Parent Accounts & Total Accounts — by Status
All Accounts
Company Name ↕ SF Account Name ↕ Parent Company ↕ CSM ↕ Segment ↕ Account Status ↕ L12M GPV ↕ Sign Up Date ↕ Assigned Date ↕ App URLSF URLActions
Changelog & Version History
No changes recorded yet.
Saved Snapshots (Revert Points)
No snapshots saved.
Manage CSMs
Omni Data Sync

Pulls live data from Omni via the Omni MCP connector (Anthropic API). Auto-syncs on load if stale, every 2 hours while open, and after any new entry. Each sync takes ~10–30s and only works inside Claude.ai with the Omni MCP enabled.

Data
✓