New Firm Workflow
New Firm Workflow chart
To help understand where a new Firm request lives, review the below workflow chart.
Need help? Click a product group below to select your application and get access to knowledge articles, webinars, training content, and release notes or to contact our support team.
Authorized users - log in to create a ticket, view tickets status and check your success plan details.
To help understand where a new Firm request lives, review the below workflow chart.