Go-Live Checklist
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The Go-Live checklist takes you through the must-do steps to efficiently set up your business’s essentials before moving on to CRM.COM’s set up so you can go live. |
IDENTITY MANAGEMENT, eWALLETS & PROMOTIONS
Additional settings to complete the basic setup for a solution based on Identity Managements and eWallets & Promotions solution.
Additional settings to complete a Subscriptions & Commerce solution.
Subscriptions & Billing Template
If you are a Subscription business, export and complete this Template, and return it to us, so that we may understand your business needs and assist with your setup process.