Add new client details to spreadsheet from Ignition when proposal is accepted
Add new client details to spreadsheet from Ignition when proposal is accepted
Add new client details to your Microsoft Excel spreadsheet when a proposal is accepted in Ignition. This ensures organized tracking of client information, leading to faster onboarding and improved client management.
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Overview
Add new client details to your Microsoft Excel spreadsheet when a proposal is accepted in Ignition. This ensures organized tracking of client information, leading to faster onboarding and improved client management.