Assign account manager and team on partner record

Your partner board loses owner and team context when the account manager column changes, causing coordinators to stall on routing. It sets owners and updates records so routing resumes same day.

Overview

Unassigned or inconsistent owner fields in partner onboarding force coordinators into manual triage and delay placements. This flow enforces owner, manager, and team assignments and updates referral records so operations and analytics can route work and report accurately same day.