Automation Based on Signed Engagement/Proposals
Amanda Aparicio
Kickoff automation activities like sending an onboarding email, task list, etc based on receiving and paid and signed proposal and engagement.
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Natashia Velasquez
Would be helpful if the automation can create the projects based on what they signed off on in the proposal.
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MJ Sullivan
Yes - it would be very helpful to have an automation that would create an onboarding project that contains it's own automation since it is easy to miss the notification email that a client has signed a proposal.