Create new client profile in Xama Hub from accepted proposal in Ignition
Create new client profile in Xama Hub from accepted proposal in Ignition
Create new client profiles in Xama Hub when proposals are accepted in Ignition, ensuring all relevant contact and address information is captured and organized for faster onboarding and improved client management.
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Overview
Create new client profiles in Xama Hub when proposals are accepted in Ignition, ensuring all relevant contact and address information is captured and organized for faster onboarding and improved client management.