Checks your CRM for recently closed deals and cross-references against your active Knowify jobs to identify new contracts that haven't been set up for cost tracking yet.
Check my HubSpot CRM for deals marked Closed Won in the last 30 days. Then look at my active jobs in Knowify. Which recently won deals don’t appear to have a matching job set up in Knowify yet? Give me a list — these are jobs I need to create to start tracking costs and billing.
