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.

Create new client profile in Ignition from new client in Financial Cents, and format details

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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.

Create new client profile in Ignition from new client in Financial Cents, and format details