Tag signed agreement and save files to drive
Tag signed agreement and save files to drive
You get signed Terms without a CRM tag or stored copy, slowing onboarding and invoicing. Contacts are tagged and signed files saved to the student folder so coordinators can act same day.
Overview
Signed agreements often sit untagged and unfiled, forcing coordinators to chase paperwork and delaying invoicing. This flow tags the contact and files signed agreements into the student folder, so program coordinators and billing teams can act same day.