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.
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.