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