Add signed agreement note to client card and contact
Add signed agreement note to client card and contact
Your project cards and contacts miss signature status when agreements are completed, causing duplicate follow-ups. Update the client card and contact so account managers see signed status same day.
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Overview
Signed agreements often never surface in project boards or contact records, which leads to duplicate outreach and stalled onboarding. This flow writes a signed-agreement note to the project card and tags the contact so account managers have clear visibility the same day.