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