Keep customer support ops rate tracker accurate after contracts

Customer support ops miss contract rate updates when returned forms sit unprocessed, causing billing mismatches and onboarding rework. This flow updates your rate tracker from signed contracts so billing and onboarding use current rate.

Overview

Missed contract rate updates create billing mismatches and force onboarding to fix records manually. This workflow pushes signed contract form data straight into your rate tracker, eliminating manual entry and keeping invoices aligned with contracts. The result: fewer billing mismatches and smoother onboarding handoffs.

Notable Features

Update rate tracker from signed forms
Attach contract link to record
Notify ops and onboarding staff