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Customer Onboarding: 3 Hits, Last modified: 8 days ago; pose ===== To take a new trial signup from first contact to an active, value-realising customer — consiste... is.tech|Dolibarr]] for the organisation. Link the contact to the Mautic subscriber record. \\//Tool: [[http... complete in [[https://erp.unicis.tech|Dolibarr]] (contact, organisation, plan, notes) * The customer has
Invoicing & Billing: 2 Hits, Last modified: 8 days ago; ends the invoice by email to the customer billing contact. \\//Tool: [[https://erp.unicis.tech|Dolibarr]]//... r. For customers requiring other payment methods, contact Predrag. \\//Tool: Wise// - **Payment confirmed
Partner Onboarding: 2 Hits, Last modified: 8 days ago; rs into the Unicis partner programme — from first contact to active, contracted, and billing-enabled partne... mal interest in the Unicis partner programme (via contact form, direct outreach, or referral). ===== Steps