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Create client record and engagement from accepted proposal

Create client record and engagement from accepted proposal

You lack CRM records when proposals hit awaiting acceptance, leaving onboarding and billing without client context. Add or update contact and deal entries automatically so coordinators can invoice and onboard the same day.

Create client record and engagement from accepted proposal

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Overview

Proposals that reach awaiting acceptance often sit outside your CRM, causing onboarding and billing to wait on manual entry. This flow creates or updates the contact and deal records so coordinators and billing can start invoicing and onboarding the same day.

Create client record and engagement from accepted proposal