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Solved
leamoise on June 18, 2024
Need Advice on Building an Effective Onboarding Pipeline in ServiceHub
Hi everyone, I'm currently using ServiceHub for our company's onboarding pipeline, and I'm facing a few challenges. Our clients don't always complete onboarding steps in order, and sometimes they don't finish all the steps. I want to create read more
Reply CRM Professional Service Tasks Workaround
0 upvote
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Accepted solution
DanielZarick
Contributor
July 26, 2024 21:37
Hey @leamoise ! Super common challenge, totally get it. We wrote a guide that might be helpful, at the highest level, about setting up an onboar...read more
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