Mark client website approved and create follow-up task
Mark client website approved and create follow-up task
Your approval forms sometimes arrive without a linked client account, delaying domain handoffs and owner action. Fix accounts and auto-assign follow-ups so domains connect before launch.
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Overview
Final approval forms often arrive disconnected from client records, creating manual triage and launch delays. This flow writes the approval into the client record and assigns a concrete owner task so domain handoffs and launch prep happen reliably, typically within a day.