Update prospect status to client from signed email
Update prospect status to client from signed email
Your signed contract emails leave prospects stuck in the prospect stage, delaying onboarding and invoices. Convert the record to client so onboarding and billing begin the same day.
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Overview
Signed-contract emails often leave prospects stuck in limbo, delaying onboarding and first invoices. This flow flips the prospect to client automatically so onboarding and billing can start the same day, removing manual handoffs.