Create or update client records in Pixie from new proposals in GoProposal, and format dates
Create or update client records in Pixie from new proposals in GoProposal, and format dates
Create or update client records in Pixie when a new proposal is generated in GoProposal. Keep client information current and correctly formatted, ensuring faster onboarding and improved data accuracy.
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Overview
Create or update client records in Pixie when a new proposal is generated in GoProposal. Keep client information current and correctly formatted, ensuring faster onboarding and improved data accuracy.