Account Setup: Onboarding Checklist

Visualize what's done, pending or not applicable.

We designed an amazing tool located in your back office account called Account Setup to outline all the status of your configurations & understanding of the features.

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IMPORTANT

This will help you, your team and our onboarding team know exactly what to focus on to help get you up and running ASAP. Please spend time here and updating the status of each section.