Category: legacy-Onboarding

• How To – Accelo: DM Onboarding (WIP)

  This guide will provide you with step by step instructions on the DM Onboarding in Accelo.   The steps will be in the format of role/which department the step is for followed by the details. UNKNOWN – Create a new project with the following details. Project Name: DM Onboarding – COMPANY NAME Company: Search and…

  admin

  November 8, 2018

  Legacy How-To’s, Processes, legacy-Onboarding

  accelo, AMs, DM

• SOCIAL – How To – Onboard a Social Media Customer

  SOCIAL – How To – Onboard a Social Media Customer Purpose of this How To Guide: To ensure the onboarding process is followed consistently for all social media customers Applicable to: Social Media Executive Customers: New Social Customers Timescale: Time may vary depending on what has already been done and what needs implementing (perhaps around 6…

  sqeditor

  October 17, 2018

  Legacy How-To’s, Processes, legacy-Onboarding, legacy-Social

  DM, Paid Social