Create new client in Copilot when proposal is accepted in Ignition

Create new clients in Copilot when proposals are accepted in Ignition. This ensures faster onboarding and a smoother transition from proposal to client management, enhancing your operational efficiency.

Create new client in Copilot when proposal is accepted in Ignition

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Overview

Create new clients in Copilot when proposals are accepted in Ignition. This ensures faster onboarding and a smoother transition from proposal to client management, enhancing your operational efficiency.

Create new client in Copilot when proposal is accepted in Ignition