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Onboarding Portal > Step 1

How do I set up my new system to begin taking sign-ups? 


Once you've completed your New Customer Questionnaire, you will be assigned to a Technical Advisor and we will set up your dashboard and create a checklist for you to use as a reference point for completing all of the necessary steps of set-up. 

While you'll have a unique, editable checklist that you can write on, you can view the template for this checklist here: 


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