Setting up Eligible
- How to securely upload data to Eligible
- How to create reports in the KEY - Sesame
- Training webinars & feature updates
- How to extract data from 360.net
- Getting started with Eligible
- How to create reports in the Key
- Onboarding video
- FAQ's
- Sesame onboarding
- Key data fields guides for your CRM
- New starter checklist
- How to get data from Revolution
- How to extract data from IO
- How to get data from MIDAS
- How to log in
- How to extract data from Toolbox
- How to get a link for your DPN (Privacy Policy) if you can't host it online.
- What happens after you upload your data
- About the urgent list
- 2FA (for all Primis firms)