Update CRM record and email client on contract completion
Update CRM record and email client on contract completion
You lose signed contracts disconnected from CRM leads, leaving account managers without the PDF or status. Receive the signed PDF and update records same day.
Overview
Signed contracts frequently arrive separate from lead records, forcing account managers to chase PDFs and delaying onboarding. This flow captures the finalized document, emails the client copy, and marks the CRM record signed so onboarding and campaign activation can start same day.