What’s the step-by-step process of uploading customers?
User completes onboarding → a broker receives xls with answers? Then he uploads it on Advisor Dashboard to add the user to the base?
Retention - how does advisor get the xls/csv file to upload the data and add user to the base? or does he have to fill the xls file on his own, and the upload it?
What’s the difference between Onboarding contacts, Retention contacts, and Contacts?
I assume there’s a table for onboarding users, there’s another one for retention users, and Contacts - brings them all together in one table. Is that correct?
CSV is only retention They get it for e keeper