Create new client profile in Ignition from new client in Financial Cents, and format details
Create new client profile in Ignition from new client in Financial Cents, and format details
Create new client profiles in Ignition when a new client is added in Financial Cents. Capture and organize all relevant contact details for faster onboarding and improved client management.
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Overview
Create new client profiles in Ignition when a new client is added in Financial Cents. Capture and organize all relevant contact details for faster onboarding and improved client management.