Create client, project, and contact in Harvest when proposal is paid in Better Proposals
Create client, project, and contact in Harvest when proposal is paid in Better Proposals
Create clients and projects in Harvest when a proposal is marked as paid in Better Proposals. This ensures faster onboarding and project setup, allowing you to focus on delivering value to your clients.
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Overview
Create clients and projects in Harvest when a proposal is marked as paid in Better Proposals. This ensures faster onboarding and project setup, allowing you to focus on delivering value to your clients.