Update lead record with signed contract and assets
Update lead record with signed contract and assets
Your signed contracts live outside the CRM, delaying handoff to account reps and billing. Populate the lead with contract links, dates, and PDFs so reps can begin onboarding and billing same day.
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Overview
Signed contracts often sit in a different system, slowing onboarding and billing handoff for account teams. This flow brings contract links, key dates, and the signed PDF into the lead record and emails the contact so reps can act within minutes and start billing same day.