Client Onboarding
Every proposal we've sent a magic onboarding link for.
No onboarding links yet
Generate a link from any proposal to send a client through the sign → pay → intake flow.
Go to Proposals| Client | Address | Progress | Started | Actions |
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Every proposal we've sent a magic onboarding link for.
Generate a link from any proposal to send a client through the sign → pay → intake flow.
Go to Proposals| Client | Address | Progress | Started | Actions |
|---|