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Onboarding Task for Customers

👍 Gathering votes

Create an onboarding project or similar task list that the customer has to complete.

For example:

  • Watch XXX videos.
  • Schedule an onboarding call.
  • Etc.

Another alternative will be the ability to assign a task to a customer within the orders.

Cgaravitop

2 months ago

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Agencyhandy changed status to 👍 Gathering votes

1 month ago

4 votes
Cgaravitop Franky Surroca Philippos Christoforou Carmen
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