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Create client onboarding record when proposal is accepted

Create client onboarding record when proposal is accepted

Accepted proposals lack structured intake, delaying onboarding and billing. Capture client details to create an onboarding record so setup and first invoice proceed same day.

Create client onboarding record when proposal is accepted

Overview

Signed proposals often get stuck in inboxes, slowing onboarding and delaying the first invoice. This flow converts an accepted proposal into an onboarding record, updates the sales pipeline, and notifies intake coordinators so setup and billing start the same day.

Create client onboarding record when proposal is accepted