Capture client details, create job records, and add web links in FYI from Ignition proposals

Create and manage job records and web links in FYI when a proposal is accepted in Ignition. Capture and organize all relevant client and proposal details for faster onboarding and improved project tracking.

Capture client details, create job records, and add web links in FYI from Ignition proposals

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Overview

Create and manage job records and web links in FYI when a proposal is accepted in Ignition. Capture and organize all relevant client and proposal details for faster onboarding and improved project tracking.

Capture client details, create job records, and add web links in FYI from Ignition proposals