Update signed deal record and start onboarding workflow

Your signed contracts arrive without updated deal records, stalling onboarding and invoicing. Get deal and client records updated, welcome email sent, and receivables added so onboarding starts same day.

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Overview

When signed contracts don't land on the deal, onboarding and billing stall and reps waste time chasing paperwork. This flow attaches the contract to the deal, updates client and service records, sends the welcome email and access link, and creates receivable entries so onboarding coordinators can complete setup the same day.