Select your name to access the client onboarding dashboard. Aly and leadership see all client accounts. Project managers see their own.
Create an onboarding record. You can pre-fill information you already have from the sales conversation. The client will only see what you choose to share with them.
Copy the link below and send it to your client. They will use it to access their dashboard. In production, this link would be unique and secure. For now, this prototype uses local browser storage.