Onboarding clients

What is onboarding?
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...
Sun, 7 Oct, 2018 at 2:44 PM
What your prospect or client will experience
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...
Tue, 9 Oct, 2018 at 9:01 AM
Add a prospect
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...
Mon, 8 Oct, 2018 at 10:35 AM
Convert a prospect into a client
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...
Mon, 8 Oct, 2018 at 3:57 PM
Add an agreement
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 ...
Mon, 8 Oct, 2018 at 10:57 AM
Add terms of business
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...
Tue, 9 Oct, 2018 at 9:28 AM
Add a fee plan
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...
Mon, 8 Oct, 2018 at 11:30 AM
Add a fee plan to an agreement
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...
Mon, 8 Oct, 2018 at 12:14 PM
Add signatory(ies) to an agreement for online approval
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...
Tue, 9 Oct, 2018 at 9:27 AM
Send an agreement for online approval
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...
Mon, 8 Oct, 2018 at 3:42 PM