Onboarding Process
Start
Customer Sold
day
11
Touchpoint Card Title
Applies to: auto, home, condo, renters
Selling producer:
John Doe, Michael Scott, Rainn Wilson
Specific person:
Pamela Simpson
Location based:
London, UK
day
16
Touchpoint Card Title
Applies to: auto
Selling producer:
Steve Carell, Rainn Wilson, Jenna Fischer
Specific person:
Ed Helms
day
18
Touchpoint Card Title
Applies to: auto, home, condo
day
20
Touchpoint Card Title
Applies to: auto, home, condo, renters
Lorem Ipsum
5
days after
Touchpoint Card Title
Applies to: auto, home, condo, renters
End