Keep placement owner info accurate for project managers

Project managers see mismatches when VA Advocate changes on the project board, causing placement owners to be wrong and follow-ups to be delayed. Records update so account managers see correct owners.

Overview

Misaligned VA Advocate fields cause misassigned owners and missed follow-ups, putting client relationships at risk and slowing operations. This workflow keeps placement records aligned with the project board so account managers always see the correct owner and can begin follow-up without chasing details. Teams report faster handoffs and fewer manual corrections.

Notable Features

Update placement records on change
Notify account managers of changes
Prevent owner mismatches across systems