For business owners: keep onboarding sheets updated with contract links
For business owners: keep onboarding sheets updated with contract links
Business owners miss follow-ups when contract links and signing status aren't on client records, causing delayed handoffs. This adds the contract URL and status to the onboarding sheet so coordinators act with the right info.
Overview
Missing contract links stall onboarding and create frustrated clients and staff. Tie every contract URL and signing status to the onboarding record so coordinators start processing with correct info, eliminating manual lookups and reducing missed follow-ups.
Notable Features
- Write contract URLs to onboarding sheet
- Update signing status on contact rows
- Notify coordinators when envelope sent