Attach signed agreement to lead and notify team
Attach signed agreement to lead and notify team
Your completed agreements aren't attached to leads, leaving account managers without contract context. Attach the signed PDF to the lead and notify stakeholders to enable same-day onboarding.
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Overview
Signed agreements are often trapped in document systems while account managers hunt for context, delaying onboarding and billing. This flow attaches the contract to the CRM lead and immediately notifies the team, enabling same‑day onboarding and faster revenue readiness.