Onboarding

How to create CRM accounts fast, enriched and without errors.

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10 articles in this collection
Written by Ewoud

What is Onboarding?

A fast onboarding experience for creating CRM records fast and error-free.
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Updated over a week ago

Which data sources can I use for Onboarding?

You can use one or a combination of global and local data sources.
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Updated over a week ago

Can every user add a duplicate record?

No, this depends on the authorization level of the user.
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Updated over a week ago

What happens when I make a spelling mistake when searching?

No problem, you can search fuzzy - spelling mistakes are allowed.
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Updated over a week ago

Can I decide myself to add a duplicate record?

Yes, the user is in control wether he wants to add a duplicate account.
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Updated over a week ago

Before I create an account, I like to validate the address. Is there a global check available?

Yes, we use AddressDoctor from Informatica so the company you add to your CRM always contains the up-to-date address.
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Updated over a week ago

If I can't find the company in the data source that I use, can I still add the record?

Yes, you can use the same screen to do that.
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Updated over a week ago

Is searching for companies role based?

Yes, only roles who are authorized are allowed to use Onboarding.
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Updated over a week ago

Is it possible to add more fields before the record is created?

Yes, we can alter the screen for you and add the fields you like to add.
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Written by Ewoud
Updated over a week ago

Can information from the added company be altered?

No, information of the company that you add is read-only.
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Written by Ewoud
Updated over a week ago