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New Client Setups

• 1. VLO to CM7 Conversions
  • 1.1. Script
• 2. Process Overview
  • 2.1. Sales Form Links
  • 2.2. HelpSpot Responses
• 3. Account Setup
  • 3.1. CM and 360 - August 2016
  • 3.2. 360
  • 3.3. BackOffice
  • 3.4. VoterManager
  • 3.5. CM/P7 Setup
  • 3.6. 360 Setup Requests from Kim Ulrey for VoterIQ
• 4. Special Clients
  • 4.1. 360: RaZor Solutions Group
  • 4.2. BackOffice: Multi-Account Users
  • 4.3. CompleteGov: Contra Costa County Board of Supervisors
  • 4.4. Hybrid: Davies Public Affairs

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