[Marketing Sales Call Happens]
Step 1. Trainer is notified about the marketing meeting
Step 2. Trainer sends appropriate contracts and invoices
[Contract is signed]
Step 3. Trainer sends canned response for client to make their report login
[Account is created]
Step 4. Obtain proper logins for report accounts (Ask appropriate teams in Carbon before reaching out to clients)
Step 5. Trainer leaves a note in Freshdesk about the status and inputs it into Monday (Report To-do Board).
Step 6. Data Management Team creates reports.
Step 7. Data Management Team assigns pulse back to trainer.
Step 8. Trainer explains how the portal works.