Create and update client records in Keeper from Ignition proposal acceptance

Create and update client records in Keeper when a proposal is accepted in Ignition, ensuring all relevant engagement details are captured efficiently for better client management.

Create and update client records in Keeper from Ignition proposal acceptance

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Overview

Create and update client records in Keeper when a proposal is accepted in Ignition, ensuring all relevant engagement details are captured efficiently for better client management.

Create and update client records in Keeper from Ignition proposal acceptance