Notify the team, add new clients to onboarding, and send a message in Discord
Notify the team, add new clients to onboarding, and send a message in Discord
Notify your team and initiate onboarding for new clients as soon as they complete their signing process in DocuSign. Add them to a Kit sequence and send a message in Discord to ensure everyone is informed and ready to engage.
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Overview
Notify your team and initiate onboarding for new clients as soon as they complete their signing process in DocuSign. Add them to a Kit sequence and send a message in Discord to ensure everyone is informed and ready to engage.