Update client status in accounts sheet and notify team
Update client status in accounts sheet and notify team
Client status records can fall out of sync, leaving coordinators unable to pause or resume work. It keeps the Accounts sheet current and notifies your coordinators within minutes.
Overview
When client statuses drift across systems, coordinators execute wrong tasks and handoffs stall; this flow updates your master Accounts sheet and alerts project staff as soon as a status changes. That means pauses, reactivations, and offboarding steps are executed accurately within minutes and before the next client touchpoint.