Resources / Onboarding

A 14-day pilot, not a six-month implementation.

Start with intake, the queue, and one pipeline. Data migration is included on the public offer. Dedicated onboarding is on Scale.

Start a pilot

Week one: get leads in

Connect a source, import a list, and put skip tracing on record creation. The queue should have work on day one.

Week two: talk and follow up

Dial from the record, turn on a sequence, and assign ownership. An in-app tour walks signed-in members through the same path.