Mark lead records completed and attach signed retainer PDFs
Mark lead records completed and attach signed retainer PDFs
Your lead records lack signed retainers and completion dates, stalling onboarding and billing. You get the PDF attached and status set, enabling same-day onboarding.
Overview
Signed retainers sitting in email threads or external services slow down onboarding and billing. This workflow captures the incoming signed PDF, attaches it to the lead record, marks the lead completed, and emails stakeholders so account managers can begin onboarding the same day.