Keep client contact and roles updated for co-founders

Business owners find task changes don't update client records, causing contact and role conflicts. Keep client fields current so ops and account leads always see the correct contacts, roles and assets.

Overview

Stale client contacts and role mismatches lead to misrouted work and frustrating handoffs. This workflow aligns central client records with project task changes so operations and account leads always have the right contacts, roles, and assets, eliminating repeated manual fixes and preventing role confusion.

Notable Features

Update central client records on change
Map task fields to client profiles
Alert account leads on critical changes