SOX - Logo - Horizontal - White - Color Swoosh - 06.11.24
Stage 1: Client Onboarding
completed_task

Client Onboarding Stage is Marked Complete

[by CRS, in HubSpot]

  • The Client Relations Specialist must go to:
    > the Client's Deal Record in the Partnership Pipeline
    > then to the Client Support Section on the left column
    > then update the dropdown for "Client Onboarding" to "Completed."
  • This is essential for the Client to move forward to the next stage. 
pp_assets-end_stage-client_onboarding
  • When this is done, the Deal Record automatically moves into Stage 2.
    DO NOT MANUALLY MOVE THE DEAL RECORD - let the workflow work its magic!