Client onboarding workspace
Onboarding
8
On track
6
Blocked
2
- TallyfoxKickoff ThursdayOn track
- Northpeak AnalyticsWaiting on SSO accessBlocked
- Brightline HRData import 60%In progress
Runs on its ownOpens onboarding when a deal closes
Waits for youThe handoff, before work starts