Update client information and format date in Pixie from GoProposal when a proposal is won
Update client information and format date in Pixie from GoProposal when a proposal is won
Update client information in Pixie when a proposal is won in GoProposal. Format the date for clarity, ensuring accurate records and faster onboarding for new clients.
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Overview
Update client information in Pixie when a proposal is won in GoProposal. Format the date for clarity, ensuring accurate records and faster onboarding for new clients.