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Update contact record when referral agreement is signed

Update contact record when referral agreement is signed

Your signed referral agreements aren't logged, forcing manual checks and onboarding delays. You get signed-status on the contact for immediate action same day.

Update contact record when referral agreement is signed

Overview

Signed referral agreements frequently never make it into contact records, causing onboarding friction and delayed commission work. This flow writes signed-status and agreement type to the contact and roster automatically, so account teams can act same day.

Update contact record when referral agreement is signed