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Set contracted company records for account managers before onboarding starts

Set contracted company records for account managers before onboarding starts

Your signed agreements sit in the e-sign inbox, causing delayed handoffs and missed billing or kickoff triggers. Sales and onboarding see companies marked contracted with the PDF attached so billing and kickoff happen before onboarding starts.

Set contracted company records for account managers before onboarding starts

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Set contracted company records for account managers before onboarding starts