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Create new client in Canopy when proposal is accepted in Ignition

Create new client in Canopy when proposal is accepted in Ignition

Create individual client contacts in Canopy when proposals are accepted in Ignition. Capture and organize all relevant client information for faster onboarding and improved client management.

Create new client in Canopy when proposal is accepted in Ignition

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Overview

Create individual client contacts in Canopy when proposals are accepted in Ignition. Capture and organize all relevant client information for faster onboarding and improved client management.

Create new client in Canopy when proposal is accepted in Ignition