Add new starter signups to client lists and send T&Cs before onboarding

Your starter form replies miss tags and signed agreements, causing onboarding delays. They get tagged, sent the promise document for signature, and a task is added so onboarding starts before the next billing run.

Add new starter signups to client lists and send T&Cs before onboarding

Add new starter signups to client lists and send T&Cs before onboarding