Onboarding

How do I link an onboarding entry to an existing client?

Open the onboarding entry and use the Link client field. This way the onboarding status is also visible from the client profile.

A client can only be linked to one active onboarding entry at a time. Want to do a repeat onboarding (e.g. new campaign start-up)? Create a new entry without client linkage and link it afterward.

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