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Setting up Eligible

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  • Getting started with Eligible
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  • About The Urgent List
  • How to get a link for your DPN (Privacy Policy) if you can't host it online.
  • 2FA (Two-factor authentication) for all Primis firms
  • Key Fields & Why We Need Them
  • Getting Started with Eligible - Automated Onboarding
  • Exclusion Lists
  • Get Started with Eligible - Sesame Automated Onboarding

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