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Create or update client profile, complete job, and start new job in Pixie from GoProposal

Create or update client profile, complete job, and start new job in Pixie from GoProposal

Create or update client profiles in Pixie when a proposal is won in GoProposal, and manage job statuses by marking jobs as completed or starting new ones. This accelerates the onboarding process for new clients.

Create or update client profile, complete job, and start new job in Pixie from GoProposal

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Overview

Create or update client profiles in Pixie when a proposal is won in GoProposal, and manage job statuses by marking jobs as completed or starting new ones. This accelerates the onboarding process for new clients.

Create or update client profile, complete job, and start new job in Pixie from GoProposal