Create client and onboarding job from signed proposal
Create client and onboarding job from signed proposal
Signed proposals that add services leave client setup incomplete and delay billing. It creates client records and applies service templates so onboarding and billing finish same day.
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Overview
Signed proposals that add services often leave onboarding teams scrambling and billing delayed. This flow converts accepted services into client records, primary contacts, and assigned service templates so onboarding coordinators and billing can complete setup the same day.