Update roster when consultant assignment changes on contact
Update roster when consultant assignment changes on contact
Your contact updates to consultant assignment leave the master roster out of sync, causing handoff delays and scheduling friction. Coordinators get a current roster within minutes.
Overview
When consultant assignments change on contact records, your master roster can lag and coordinators scramble to reassign work. This flow pushes assignment updates into the roster automatically so program coordinators and consultants see current assignments within minutes.