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Convert CS Benefits onboarding guide into a Hubspot form #388
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Draft has been started. This effort will be picked back up in Jan. 2024 |
@o-ram How important is this issue to get up and running? |
I think this can be slotted for August - I'm aiming to get the Benefits pipeline done before I go on vacation which is more important than this. Additionally, we might tweak the onboarding process a bit which could influence what is in the form. |
@o-ram Great! I added to August, and marked it with a |
Closing issue: Form is created, tested, and was used in a recent agency onboarding. The answers to their form populate the associated company's deal in the Benefits pipeline. The completion of the form does not trigger any specific notifications yet, that is TBD based on the overall structure of the pipeline. |
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