Update client records when a new consultant is assigned
Update client records when a new consultant is assigned
Your client records go out of sync when consultant assignments change, creating scheduling gaps and billing delays. It updates client and master sheets so operations and billing can act same day.
Overview
When consultant assignments drift, schedule conflicts and billing readiness suffer; this flow keeps client ownership and KPI rows accurate so operations and billing see the correct owner and data within minutes. That reliability reduces manual chasing and speeds onboarding before the next client engagement.