Your welcome call is one of the most important steps in the process! This call is for anyone in your organization who will be an admin on your Intulse account.
We want to make sure you have an awesome Intulse onboarding experience. This is our opportunity to connect with you and provide any assistance you may need in the onboarding process.
This call usually lasts about 15 minutes and serves as an introduction to your onboarding specialist. During the call, we'll answer any questions you may have about Intulse or the onboarding guide. Please note that this is not the time when your phone system will be set up.
Scroll down for a complete video walkthrough of this step.
Click the button to schedule your welcome call. Anyone assigned an admin role should be invited to join the Welcome Call so be sure to select a time that works for everyone's calendar.
Schedule Your Welcome Call Now
It may be a good idea to send calendar invites to any other participants within your organization to ensure that everyone is available for the call.
You don't need to wait for that call to continue working through the following steps. Please continue going through this setup guide and we'll review your call flow together and make any necessary updates during your welcome call.
Watch this video to view a walkthrough of this step, or scroll down to move on to Step 6.