Onboarding Overview
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This document covers the areas commonly covered during Onboarding to the arkflux platform.
Account Settings
Attribute Fields
Contact Import
Companies Import
CRM Settings
Custom Fields
Data Input
HMRC Companies House look up
List Creation and Management
Marketing Settings
Personalised Sender Address
Pipeline Settings
Platform Notifications
Roles and Permissions
Sales Targets
Sales Line Items
Web Monitor
Contact Overview
Events Overview
Sales Overview
SMS Overview
Social Media Overview
Website Overview
