Create new client and contact in Harvest from Proposify proposal acceptance
Create new client and contact in Harvest from Proposify proposal acceptance
Create new clients and their contact information in Harvest when a proposal is won in Proposify. This ensures faster onboarding and accurate record-keeping, enhancing your client management process.
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Overview
Create new clients and their contact information in Harvest when a proposal is won in Proposify. This ensures faster onboarding and accurate record-keeping, enhancing your client management process.