Send contract and grant product access to client
Send contract and grant product access to client
Your sale entries leave agreements unsigned and access unprovisioned, forcing manual handoffs. It sends contracts and provisions access so clients are onboarded same day.
Overview
When a sale posts in your CRM, this flow turns that record into a complete onboarding sequence—contract sent, subscriber added, and access granted—without manual steps. It eliminates handoffs so program coordinators can start setup the same day and clients receive access within minutes.