Onboarding Outline

Human Resources paperwork. Human ResourcesOFFICE Manager

RingCentral setup and verification. ITOFFICE Manager

Equipment check. ITOFFICE Manager

VPN check. ITOps Team Lead

Yext account setup and email verification. Ops Team Lead

Dynamics365 CRM Access. CRMOps Team Lead

Trello / Atlassian account creation (helpdesk@leadventure.com) ITOps Team Lead

Bookmark these: Employee

1-on-1 shadowing & team introduction. EmployeeOps Team Lead

Watch video: Yext - Referral Tool Training.

Yext overview. SME

Client outreach best practices. SME

Facebook Access - How to Ask for Access. SME