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Assign advisor task from issue comment and update CRM

Assign advisor task from issue comment and update CRM

Onboarding tickets miss advisor handoffs when comments mark assignments, stalling deals and confusing ops. It creates an assignment task and updates the client record so handoffs are visible same day.

Assign advisor task from issue comment and update CRM

Overview

When a teammate confirms an advisor assignment in an issue comment, this flow turns that signal into a tracked task and a CRM flag so ops never miss a handoff. The result is clearer ownership and visible next steps, with handoffs completed the same day.

Assign advisor task from issue comment and update CRM