Thank you for choosing Intulse! We're so excited to have you as a client and look forward to serving you! You've just signed up for our services ... let's take a look at what's next.
This step-by-step guide is designed to give you the information and tools you need to successfully complete the onboarding process. There are several steps in this process, but we are here to help along the way. Completing each step is essential to getting your phone system up and running efficiently. These blue fields on each page will indicate what you need to DO for that step.
You'll find a link in this guide to schedule a Welcome Call with an Onboarding Specialist. On this call, we'll make sure you're on track, and answer any questions related to the onboarding process. Be sure to complete steps 1-4 prior to your call. You do not need to wait for the Welcome Call to continue working through the subsequent steps. Please feel free to continue setting up your phone system, with the reassurance that we'll look at what you've accomplished and answer any questions during our conversation.