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Update lead status when client signs contract form

Update lead status when client signs contract form

Signed contract PDFs that don't update your CRM leave pipeline stages wrong and delay onboarding. It updates lead status so managers can start onboarding same day.

Update lead status when client signs contract form

Overview

Signed contracts often sit outside the CRM and stall onboarding; this ties completed documents directly to lead records so your sales pipeline reflects reality. That means sales managers and onboarding coordinators see the correct stage and can begin client setup the same day.

Update lead status when client signs contract form