Onboarding

In this view you can see in which stage potential resellers are in. You can accept or deny potential resellers in the 'waiting for approval' stage and by clicking the customer name, read about the potential reseller to make an informed decision.

Interest shown - Website form

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Awaiting approval to send contract

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Contract sent - Waiting for sign

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Signed - Last onboarding sent

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Signed, closed & onboarded

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