Update signed contract records and notify onboarding team
Update signed contract records and notify onboarding team
Your signed contracts aren't captured in CRM, leaving records incomplete and onboarding stalled. It logs the signature, updates opportunity status, and notifies owners so onboarding begins same day.
Overview
When signed contracts don't land in the CRM, onboarding stalls and owners waste time hunting for context. This flow writes the signature as a CRM note, updates the opportunity to Signed, and alerts owners so onboarding can start the same day.