Set up new B2B Client
Does this new client need Customer Service to set up an ALV dashboard?

ALV Dashboard

ALV Dashboard: Programs needed
Does this new client need Customer Service to set up an Insightly project?

Insightly Set up

Insightly Set up: 360 Required?
Send automated support email
Send automated coach congrats email
Send automated client welcome email
Send manager welcome email
Anything else the coach needs to know?