Create new customer in Stax from signed proposal in Better Proposals, and format first name with Formatter
Create new customer in Stax from signed proposal in Better Proposals, and format first name with Formatter
Create new customers in Stax when proposals are signed in Better Proposals, ensuring first names are formatted correctly by removing unwanted text. This leads to accurate records and faster onboarding.
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Overview
Create new customers in Stax when proposals are signed in Better Proposals, ensuring first names are formatted correctly by removing unwanted text. This leads to accurate records and faster onboarding.