Update person information in Copper when a new quote is accepted in Xero

Update person information in Copper when a new quote is created in Xero and accepted. Ensure necessary fields are marked as required for clearer reporting and faster onboarding.

Update person information in Copper when a new quote is accepted in Xero

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Overview

Update person information in Copper when a new quote is created in Xero and accepted. Ensure necessary fields are marked as required for clearer reporting and faster onboarding.

Update person information in Copper when a new quote is accepted in Xero