---
title: "Account Workflow Actions- Primary Agent"
slug: "account-workflow-actions-primary-agent"
updated: 2023-03-29T18:58:35Z
published: 2023-03-29T18:58:35Z
canonical: "docs.interprose.com/account-workflow-actions-primary-agent"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.interprose.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Account Workflow Actions- Primary Agent

## Account Workflow Actions for Primary Agent

![Account-Workflow5.png](https://cdn.document360.io/6c7303ca-5ffc-4149-8868-8ea498eee635/Images/Documentation/Account-Workflow5.png?sv=2026-02-06&spr=https&st=2026-10-31T16%3A40%3A36Z&se=2026-10-31T17%3A40%3A36Z&sr=c&sp=r&sig=t4YmAMO%2BlKWUfkRGTJwLs0mnhdPcfOhUzT4623wo6V8%3D)

Left click a pill here to identify the manual actions taken by an agent that will stamp them as the Primary Agent on an account.

- Notate Account ->Any action taken in the Notate Account Session using the "Apply" button or "Send to Worklist" using the "Send" button
- Letter Sent
- Phone In/Out -> Specifically an Inbound or Outbound Phone call entry
- Phone RPC -> Specifically a Right Party Contact call entry
- Payment
- Promise -> A single Promised Payment is taken -OR- A Promise Payment Plan is scheduled
- Set Next Work Date
- Status Code Change
- Demographic Change
- Account Save (includes using "Apply" to save an account)

**Please Note:**

To ensure the agent actively working an account is Primary Agent for a specific period of time and is credited with commission use this feature in conjunction with

the Agent Goal -> Primary Agent Day Limit setting for the Agents ACE User

commission settings at the User level, and keep in mind that the actions identified here will not change or stamp a new Primary Agent unless there is no Primary Agent identified for the account or the Primary Agent Day limit has expired.

Do not select a pill in this section if you do not want an agent taking that action to potentially be stamped as Primary Agent.