SmartPath Engage

Here is a step-by-step guide on how your client will be redirected to the client portal to finish the onboarding process after completing the onboarding checklist.

Onboarding Checklist

Here’s a step-by-step guide on how to set up a default strategic rate for all your packages.

How To Set Up Your Default Strategic Rate

Here is a step-by-step guide on how your client is onboarded after you share the roadmap link with them.

Onboarding Client Trough Roadmap Shareable Link

Here’s a step-by-step guide on where to find the documents your client signed after the roadmap.

Documents signed

New Release 

Find answers and get help from Intercom Support and Community Experts

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