Update lead to client active, and create new opportunity in Close when contract is signed

Update your leads to active clients and create new opportunities when contracts are signed in Close. This ensures accurate tracking of client status and enhances your sales pipeline management.

Update lead to client active, and create new opportunity in Close when contract is signed

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Overview

Update your leads to active clients and create new opportunities when contracts are signed in Close. This ensures accurate tracking of client status and enhances your sales pipeline management.

Update lead to client active, and create new opportunity in Close when contract is signed