Tag client in Kit, search and update their info in Copper when contract is signed in Dubsado
Tag client in Kit, search and update their info in Copper when contract is signed in Dubsado
Tag your clients and update their information in Copper when they sign a contract in Dubsado. This ensures accurate records and enhances client engagement, leading to faster onboarding and improved relationship management.
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Overview
Tag your clients and update their information in Copper when they sign a contract in Dubsado. This ensures accurate records and enhances client engagement, leading to faster onboarding and improved relationship management.