Onboarding Essentials

Watch this video to learn how to navigate through your account and what areas you need to complete prior to your Application Call

Omer Hassam avatar
Written by Omer Hassam
Updated over a week ago

This video will go over the essential aspects of your account to help in your onboarding process. Follow along to ensure your account is set-up before your Application Call!
*Please note that due to some frequent and recent updates to the user interface, what you are viewing may look different. We are working on updating all relevant FAQ's and tutorial videos. The overall concepts should be the same. Please reach out to your Client Success Team for more assistance!

For more in-depth tutorials, check out our Deep Dive video series here, or browse through our vast collection of How-To video tutorials here in our SmartZip University. 

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