Checking authorization...
- Trigger
- CRM: Pipeline Update
- Step-by-Step Process
- Step 1: Pre-Onboarding Verification (Consultant)
- Step 2: Sub-Account Creation (Consultant)
- Step 3: Snapshot Deployment (Consultant)
- Step 4: Per-Client Configuration (Consultant)
- Step 5: A2P Coordination (Patrick)
- Step 6: Go-Live Verification (Consultant)
- Step 7: Handoff Call (Consultant)
- Step 8: CRM and Log Update (Consultant + Patrick)
- Timeline Expectations
- Who Does What: Summary