A new client setup can originate from within your Sales process or directly from the Provider.
Sales Order ProvisioningSales Order Provisioning
If the New Customer is setup in the Provider follow these steps
In Work 365:
- Work 365 enables you to provision a tenant directly Customer Onboarding Workflow
You must set the customer account on the Distributor portal or site. Please contact your distributor for guidance.
Updated 10 months ago