Update lead status to client in Close when contract is signed in Bonsai
Update lead status to client in Close when contract is signed in Bonsai
Update your lead status in Close when a contract is signed in Bonsai. This ensures accurate tracking of client relationships, leading to improved sales management and faster onboarding of new clients.
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Overview
Update your lead status in Close when a contract is signed in Bonsai. This ensures accurate tracking of client relationships, leading to improved sales management and faster onboarding of new clients.