Welcome to SalesPilot Onboarding Step One
This is a seven (7) slide onboarding protocol for SalesPilot CRM. You will be required to answer all the questions, and upload a user spreadsheet so that Mixed Media Ventures may successfully begin onboarding your team, and readying your account for use.
Best Practices will be to right click on the link HERE to download the onboarding spreadsheet and fill it out prior to completing the onboarding survey so you do not lose your answers before you finalize and submit it to our onboarding team.
Once the survey is completed, a Mixed Media Ventures representative will reach out to you to continue your onboarding
Thank you and we look forward to a successful onboarding process for you and your team.
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Please right click and download the User Onboarding Sheet HERE. Fill it out, and please save t and upload it above, and then click next.
