Set solutions engineer on customer org when assigned
Set solutions engineer on customer org when assigned
Your project board assignments for engineers don't update customer org records, causing onboarding handoff gaps. This keeps ownership visible so teams can start onboarding same day.
Overview
Board assignments that don't flow into support records create onboarding delays and rework for customer success. This flow keeps organization ownership accurate so implementation and success teams can start onboarding the customer same day and avoid ticket handoffs.