Partners maintain project ownership and client liaison accuracy

Partners update project settings and ownership fields go stale, causing misassigned responsibility and handoff failures. Keep records aligned so managers assign owners without confusion.

Overview

Misassigned ownership on glass, ceramics, and concrete projects causes on-site coordination breakdowns and rework. This workflow keeps project and client records aligned so project managers and account teams start handoffs without confusion, reducing misassignments and protecting delivery schedules.

Notable Features

Update project ownership fields
Set client liaison on records
Notify project managers and account teams