Settings | CRMX Onboarding Experience

A premium, intelligent onboarding engine that guides customers through their journey, tracks setup progress, and provides a polished, concierge-style experience from go-live to long-term success.

Data types

  • JourneyTemplate
  • StepBlock
  • OnboardingRecord
  • Task
  • ActivityEvent
  • Comment
  • TutorialAsset
  • ChatMessageTemplate
  • Notification
  • DripTemplate
  • Form
  • TaskAutomationRule
  • FormSubmission
  • TaskComment
  • UploadedFile
  • ScreenShareRequest