Tag signed agreements to update CRM contact records
Tag signed agreements to update CRM contact records
You receive completed e-signature agreements but contacts lack contract tags, leaving reps without purchase status. Tags update contacts so sales and onboarding act on signed agreements same day.
Overview
Signed contracts should immediately update CRM records so reps know who to engage and when. This workflow applies contract tags to the matching contact and routes exceptions for manual review, giving sales and onboarding actionable status the same day.