Add signed contract contacts to CRM with files
Add signed contract contacts to CRM with files
Signed contracts arrive without contact records or tags, leaving reps without files for follow-up. This adds signers to CRM, creates a client folder, and notifies owners so outreach happens same day.
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Overview
Signed agreements often land without contact records, delaying onboarding and outreach. This flow captures signer details, files the signed documents, tags the contact, and notifies owners so reps can begin outreach the same day.