When you go through the "Add to Named Account" or "Remove from Named Account" flow actions, those changes sometimes aren't immediately reflected in the named accounts' dashboards.
ABM runs a recalculation task every 30 minutes to check for any changes in account scores, membership count, opportunity count, and pipeline for all of your existing Named Accounts.
When you run a flow action to add or remove people from your named accounts, those changes will be reflected immediately in a smart list for "Member of Named Account". However, ABM can take up to 30 minutes to update, until the changes are captured by the next recalculation.
If you are seeing a delay longer than an hour for your dashboards to update, submit a ticket to Marketo Support, and they can force a recalculation and investigate what could be causing the delay.
Who This Solution Applies To
All clients with ABM.