I still try to bird dog my customer changes. Seems to be the only way to get it done. And even then, there is a lot of back and forth. Sales ops have a steep learning curve and they aren't even close to the top yet. Back in January, I asked who (at the client) received the authorization form to purchase two additional license. Client had not received it yet. They responded ""I don't know"". You have to look on the portal to see. Client had five people listed, 4 were no longer with the firm.