Create new client account and send invitation in Dext when proposal is accepted in Ignition
Create new client account and send invitation in Dext when proposal is accepted in Ignition
Create new client accounts in Dext and send invitations when proposals are accepted in Ignition. This accelerates your onboarding process, ensuring clients are engaged and ready to start working with you.
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Overview
Create new client accounts in Dext and send invitations when proposals are accepted in Ignition. This accelerates your onboarding process, ensuring clients are engaged and ready to start working with you.