Shareil Nariman · February 15, 2023 · 1 minuteEvery company has unique, customer-specific tasks in their onboarding process. But there are also many commonly used ones like “schedule your kickoff call” or “upload your documents”.
You can now draw inspiration from a list of prebuilt, commonly used onboarding tasks, and spend less time thinking about how to craft them.
When you are editing a plan or template, Simply drag them into your plan, and put the finishing touches on to make them your own!
The Task page gives you and your team a centralized view of every task across your onboarding plans—making it easier to track progress, identify blockers, and take action.
We just rolled out a new navigation experience for Arrows sales rooms, onboarding plans, and client portals—bringing even more clarity, flexibility, and visibility for both your team and your customers. Here’s what’s new, and how to turn on the new banner.
Arrows sales rooms now automatically suggest adding any call recordings synced to your HubSpot deal from tools like Grain, Fathom, Gong, and more.
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