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Share
How to trigger: Your user must have the Sharing user permission. From the Home page, get to t...
EmailFiles
How to trigger: Your account must have the Email Files account feature Your user must have th...
EmailImportFailure
How to trigger: Account must have the Email Import account feature You'll need to set up an e...
EmailImportMaxFailure
How to trigger: Allow your Email Import to fail for 4 days in a row.
MfaAuthCode
How to trigger: Open the left menu and click on My Settings Under the Two Factor Authen...
MfaQrCode
How to trigger: Open the left menu and click on My Settings Under the Two Factor Authen...
NewDocumentRequest
How to trigger: Your account must have the Document Requests account feature Your user must h...
NewUser
How to trigger: You must have the User Management user permission Open the left menu and clic...
PasswordReset
How to trigger: From the login page, click the Forgot Password? link. Enter your email ...
SmtpEmailSettingFailure
How to trigger: The only way I've been able to trigger this consistently is to Turn off Azure...
SmtpEmailSettingMaxFailure
How to trigger:
Status
How to trigger: I'm not sure of all the actions that trigger a Status email, but I know if you...
TestEmail
How to trigger: Open the left menu and click on My Settings Under the Email Settings se...
Managing your Barracuda Quarantined Emails
You can manage your own Barracuda settings and block or allow quarantined messages. To do this pl...
How do I track which accounts have a scheduled Kickoff Call?
Track which accounts do and do not have a Kickoff call by comparing these reports on the Strategi...
Salesforce dashboard to track Strategic onboarding customers
Strategic Onboarding Dashboard
How do I know which accounts I'm onboarding?
Notifications of new client will come through the #sales-cs-handoff channel The AE will @ me...
Utopia Docusign Integration
it@efilecabinet.com is the docusign account under which the production integration is managed. T...
Templates - Kickoff Call & SOW
Download these two templates as you prepare for onboarding a new customer [TEMPLATE] Accelerate ...
Mutual Action Plan - Template & Guide
Use the Mutual Action Plan Template Document from the opportunity management workshop (below) OR ...