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Create onboarding project and client records for new clients

Create onboarding project and client records for new clients

Your approved proposals still require manual client setup across tools, creating duplicated work. It provisions contacts, folders, tracking, and an onboarding project so coordinators can start same day.

Create onboarding project and client records for new clients

Overview

When a proposal converts, manual setup ties up coordinators and delays billable work. This flow provisions contacts, folders, a time-tracking client, and an onboarding project automatically so your team can begin client setup the same day.

Create onboarding project and client records for new clients