Here’s a rundown of our 3 stage onboarding process and what you can expect. For more details watch our video on what you can expect during the onboarding process. Get Ready... Step 1 - Account setup - we’re going to ask you for details we need to ...
Before you add contacts to your account in Mindmatrix, please read this document. As a best practice, you should double-opt-in any contacts added to your account in Mindmatrix. If you have proof of double-opt-ins, you can also submit this proof to ...
The Mindmatrix dashboard offers both standard and development-driven customization options. This article will outline the process you should follow to customize your dashboard, as well as what you can expect out of the dashboard customization ...
As a Channel Enablement, CorePRM or Sales Enablement client, we know that launching your partner or sales portal is extremely important to you. In order to provide you with the best support experience during the launch process, we've created a guide ...
Background From time to time, clients will need to evaluate a standard feature to discover if it applies to their typical business use case. As a part of this process, a key service that our clients look to us for is evaluating their particular ...