Embedded Files
So you got an executed contract... what now?!?!
So you got an executed contract... what now?!?!
UPLOAD ALL EXECUTED CONTRACT DOCS
UPLOAD ALL EXECUTED CONTRACT DOCS
Make sure all the contract documents are saved in the client's Follow Up Boss profile
CHANGE STAGE TO Under Contract
CHANGE STAGE TO Under Contract
This triggers an automation for the closing team to start contract intake.
TAG CLOSINGS IN A NOTE
TAG CLOSINGS IN A NOTE
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