video1.0<iframe src="https://www.loom.com/embed/20badf336aad47d3a8d6e9ba7ab5d1c5" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/20badf336aad47d3a8d6e9ba7ab5d1c5-44be22e0467291b6.gif964.9441In this video, I walk you through the process of updating workflows using custom code, specifically focusing on the AIF creation workflow and the client custom code generator workflow. I explain how to handle multiple contacts associated with a deal and the importance of signatures from sales, operations, and client relations. I also highlight how to generate client IDs based on deal properties. Please make sure to review the steps and let me know if you have any questions!