Create new client and contact in Keeper from Ignition proposal acceptance
Create new client and contact in Keeper from Ignition proposal acceptance
Create new clients and their contact information in Keeper when a proposal is accepted in Ignition. This accelerates your onboarding process, ensuring you capture essential details quickly and efficiently.
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Overview
Create new clients and their contact information in Keeper when a proposal is accepted in Ignition. This accelerates your onboarding process, ensuring you capture essential details quickly and efficiently.