Update assigned CSM in central customer mapping sheet
Update assigned CSM in central customer mapping sheet
Your CRM owner updates don't reach the customer mapping sheet, leaving projects without correct CSM context and causing handoff delays. Keep CSM assignments current so project managers act same day.
Overview
When CRM owner changes aren't reflected in your mapping sheet, project managers lack clear ownership and handoffs stall. This flow keeps CSM assignments aligned so coordinators and PMs see correct owners and can act same day.