Update delivery owner in customer record from task
Update delivery owner in customer record from task
Customer records fall out of sync with tasks, leaving coordinators without a delivery owner and delaying onboarding. It keeps ownership current so coordinators can act immediately, same day.
Overview
When task tags drive ownership changes, coordinators stop chasing who owns a delivery and client handoffs stop slipping. This ties project updates to the customer record so ownership is accurate and teams can act same day.