Progress: 23 of 30 Days

Day 23 Feature: Client Auto Sign-Up

Today you'll learn how the Client Auto Sign-Up feature can help automate the onboarding process.

This feature allows prospective customers to submit their information and begin the onboarding process with less manual work.

Why This Matters

Manual onboarding can slow you down.

Client Auto Sign-Up can help collect customer information faster and simplify the process of bringing new customers into your business.

Where to Click

This training will show you how the Client Auto Sign-Up feature works and how customers can begin the onboarding process through a self-service signup experience.

You'll learn how customer information is collected and how new signups can flow into your business.

What To Do Inside CDM

Step 1: 

Navigate to Client Auto Sign Up

From the left menu, click Company and then select Client Auto Signup.

This will open the Client Auto Signup Settings page where you can manage your customer onboarding process.

Step 2: 

Review the Auto Sign Up Settings

Review the available signup options, including contracts, lead forms, and onboarding documents.

Take a few minutes to familiarize yourself with the customer signup process.

Step 3: 

Locate Your Client Signup Link

Review the Client Auto Sign Up Link section.

This is the link prospective customers can use to begin the onboarding process, submit information, review required documents, and move through your signup workflow.

Your Goal Today

See how clients can start the onboarding process.

Need Help?

If you'd like assistance understanding or setting up Client Auto Sign-Up, contact our Support Team for guidance.

• Click Here to Visit the Different Support Channels 

• Click Here to Join a Live Training Session

   

We're here to help you succeed.

Go to Next Action — Day 24: Use Lead and Referral Tracking ➡️