Create client project from accepted offer records now
Create client project from accepted offer records now
Accepted offer rows lacking structured client details make your operations team copy contact and address data manually. This creates ready client project records so scheduling and onboarding start the same day.
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Overview
When a client accepts an offer, your operations team should receive a complete project record without manual copying. This flow converts accepted-offer rows into scheduled client projects, getting clients into the calendar the same day.