Keep contracts linked to new accounts for sales reps

Sales reps adding accounts often find quotes unlinked, causing missed follow-ups and stalled deal reconciliation. This links contracts and primary contacts so reconciliation and follow-ups happen faster.

Overview

Unlinked contracts create reconciliation gaps and missed follow-ups for sales reps. This workflow ties every contract to the right account and primary contact so deals reconcile faster and manual chasing stops. Customers report smoother handoffs and fewer misassigned agreements.

Notable Features

Attach contracts to accounts
Update primary contact automatically
Flag unmatched contracts for review