Update customer status to active in JobTread when proposal document is approved

Update customer status to active when a proposal document is approved in JobTread. This ensures accurate customer records and faster onboarding, enhancing your engagement with clients.

Update customer status to active in JobTread when proposal document is approved

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Overview

Update customer status to active when a proposal document is approved in JobTread. This ensures accurate customer records and faster onboarding, enhancing your engagement with clients.

Update customer status to active in JobTread when proposal document is approved