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Onboarding Checklist

Follow these 3 steps to get started

Mauricio Baltazar avatar
Written by Mauricio Baltazar
Updated over a week ago

1. Connect your data source

Add your CRM or upload a CSV file to sync your customer data.

2. Invite a partner / Accept your invite

Send an invite to your partners to connect with you on Reveal.

3. Activate your partner account mapping

Enable account mapping in your Partnership Settings to start sharing data.

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