Create new client in Copilot when proposal is accepted in Ignition
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.
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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.