Create onboarding ticket and email new customers today
Create onboarding ticket and email new customers today
You receive orders without setup details, forcing clarifying back-and-forth that delays launches. Collect customer specs and notify onboarding staff immediately so projects start same day.
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Overview
Route every new order that needs setup into your support queue and request required specs from customers automatically so onboarding has full context without manual steps. Customers get a follow-up email minutes after checkout and projects can start same day.