Send engagement letters and create CRM lead record
Send engagement letters and create CRM lead record
Your intake rows with tax ID delay engagement letters and stall merchant onboarding. Onboarding starts same day when prefilled engagement and authority documents are sent and CRM records created.
Overview
Intake rows with missing or delayed documents stall merchant onboarding and waste rep time. This workflow pre-fills and sends both engagement and authority documents and logs the opportunity in your master CRM so reps can begin onboarding the same day.