Success

What is onboarding and how does it work in onkho? Well, we don't think it's just about signing a letter of engagement! We think its about ma...

Get a view of how your prospect or client will experience onboarding Your prospect or client will start their onboarding experience when you send them a...

You cannot create a prospect. You have to convert a contact into a prospect. A prospect is a special type of contact. Prospects are created from existin...

Signing the agreement does not automatically make a prospect into a client. You have to do this yourself. Once a prospect has approved an agreement, you...

How to create a new agreement Agreements can be added to prospects and clients only. You cannot add an agreement to a simple contact. Prospects and ...

Terms of business are optional but here we show where they can be added Terms of business are not required but recommended. They can be added by inserti...

Create a fee plan and add it to an agreement Fee plans can be added to prospects and clients only. You cannot add a fee plan to a simple contact. Pr...

Include a fee plan in the agreement you want your client or prospect to approve online Warning! Once you have added a fee plan to an agreement, it becom...

You can add one or more signatories to approve an agreement electronically When you create an agreement, you may optionally want your prospect or client...

Your prospect or client can approve an agreement online To send an agreement for online approval, simply click on the Send button next to each signatory...