How to Onboard a Client

How to Onboard a Client

1. Ensure the Contact has Account Ownership if necessary.

2. Send a message to the Contact asking them to update their Account Information.

3. The Contact will follow the instructions in this article: Edit Account Information

4. Once the Contact has saved the information, the Client Service Team Member or Default Message Recipient will receive a message in their Inbox with a list of changes made to the Account. 


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