Assign client owner when company is added to post
Assign client owner when company is added to post
Your project items lack clear ownership when a company is attached, delaying outreach and onboarding. It assigns client owners so coordinators can begin outreach the same day.
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Overview
When companies are linked to items without an owner, outreach and onboarding stall. This flow ensures the correct client owner is set automatically so coordinators and account managers can start outreach the same day, removing manual handoffs.