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Get Started with Your New CRM


THIS ONBOARDING PROCESS WILL HELP YOU GET SET UP WITH YOUR NEW CRM AND LEARN HOW
TO USE IT. IT IS DIVIDED INTO TWO PARTS:



1. PRE-ONBOARDING SURVEY: THIS SURVEY WILL COLLECT SOME BASIC INFORMATION ABOUT
YOU AND YOUR BUSINESS. THIS INFORMATION WILL BE USED TO SET UP YOUR CRM.



2. ONBOARDING CALLS: SCHEDULE 2 CALLS. ONE TECH CALL TO GO THROUGH THE TECHNICAL
SET UP OF THE CRM AND A TRAINING CALL TO GET YOU STARTED WITH THE MOST IMPORTANT
FEATURES OF YOUR CRM. THESE CALLS WILL HELP YOU GET SET UP WITH THE CRM AND
LEARN HOW TO USE IT ON A DAY-TO-DAY BASIS.

START NOW





LET'S GET YOUR CRM SET UP


YOU'LL BE BRINGING IN NEW LEADS IN NO TIME!




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