Record signed agreement note and advance deal stage
Record signed agreement note and advance deal stage
Your signed collection agreements lack deal context, forcing manual matching. Attach each signed form to the correct deal and advance its stage so onboarding completes same day.
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Overview
Signed collection agreements are often submitted without deal context, leaving reps to manually match records and delaying onboarding. This flow pins the signed form to the right deal and advances its stage automatically, so account managers can begin onboarding the same day.