Update client roster on completed contracts and notify team
Update client roster on completed contracts and notify team
Your completed contracts land without project updates, stalling onboarding and leaving contact details stale. Get the client row updated and a team alert so coordinators can start same-day onboarding.
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Overview
Signed contracts often don’t propagate into project boards, which stalls onboarding and wastes coordinators’ time. This flow updates the client row, clears stale contact data, and pings your project channel so coordinators can act the same day.