Update client log when account manager status changes
Update client log when account manager status changes
You miss handoffs when account manager status updates sit in the account sheet and don't update the client log. Keep client records aligned so project managers have accurate handoff context same day.
Overview
Account-status changes often live only in spreadsheets, which creates silent drift and handoff errors. This workflow writes those status updates into your central client log so project managers get accurate context within minutes and avoid same-day miscommunications.