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Done By One, User Bought Our CRM, If They don't Filled or signed the…
Done By One
User Bought Our CRM
Account Creation In Back-end Automatically
Welcome Email To User
They Get Enrolled In The Training Section
Internal Notification To Danielle
Internal Notification To Waleed & Team
Create Opportunity In Pipeline
In next 15 Minutes, Send Done By One CRM Agreement To User Via Email.
User Signed The Agreement
Thank You Email
1 more item...
Send Affiliate Agreement To User
User Filled the Form
1 more item...
Taimour will take care of email, phone, and domain setup by contacting user from CRM for domain access so we can set them up in 23-48 hours.
If They don't Filled or signed the user agreement or affiliate forms, we will send them reminders.