Keep civic organization lead ownership accurate after EC completion

Coaches miss donor and volunteer follow-ups when lead ownership isn't updated after EC completed logs, risking relationships. It sets the lead owner when EC completes so reps follow up faster.

Overview

Coaches risk losing donors and volunteers when lead ownership lags after key activities. This workflow ensures the lead owner updates when an EC completed activity is logged, eliminating ownership ambiguity and enabling faster, reliable follow-up with a clear audit trail.

Notable Features

Update lead owner on EC completion
Notify assigned sales rep immediately
Record ownership changes for auditing