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New Organztion - Coggle Diagram
New Organztion
Agency admin
Last Name - admin
First Name like the name of the organztion
Address/phone make up unless told otherwise
NameAdmin@test.com
Agency appetite
Vardi
Prefiil services
Add acording to task if not told to be angry
Consumer journey
If need to add bundle need to add them both together
Add all lobs needed
Mostly internal unless asked differently for personal Home and for cl need bolt consumer
Create new lead source because deafult is dumb :smiley:
Phone number made up
Consumer joureny
Organaztion first
Important external name plox
logo for partner portal also contreled in lead source
Unify group created alone in boltag need to make
Group name and externl id
Most of the time protected
DONOT CLICK Enabled consumer mcc
Self manged mcc (like they shitty source D-hub)
Address/phone make up
Group name + Domain Name ONLY CAPS+ Display name (Better be the same)
Logo can add only after created