Add accepted proposals to new client sheet promptly
Add accepted proposals to new client sheet promptly
Your accepted proposals sit unlogged and coordinators lack client context. The flow logs proposal and contact details into your onboarding sheet so setup begins same day.
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Overview
As facilitator, you need accepted proposals logged immediately so coordinators can start client setups and maintain project momentum. This flow automatically records proposal and contact details into your onboarding sheet, enabling setup to begin same day and removing manual handoffs.