Update client package in your central client list
Update client package in your central client list
When a new service is added to a client, your client roster can fall out of sync and cause onboarding gaps or missed invoices. Keep package status current so operations and billing act the same day.
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Overview
Keep client package data accurate across systems to avoid missed billable setups and onboarding friction. This links service additions from proposals into your central client list so operations and billing work from the same information the same day.