Setting up Eligible
- Training Webinars & Feature Updates
- How to Upload Data to Eligible
- FAQ's
- How to Create Reports in The Key - Sesame
- New Starter Checklist
- How To Log In
- Getting started with Eligible
- Onboarding Video
- Key Data Fields Guides for your CRM
- Sesame's Onboarding Video
- How to get a link for your DPN (Privacy Policy) if you can't host it online.
- About The Urgent List
- 2FA (Two-factor authentication) for all Primis firms
- Getting Started with Eligible - Automated Onboarding
- Key Fields & Why We Need Them
- Exclusion Lists
- Get Started with Eligible - Sesame Automated Onboarding