Onboarding session: finding a time
Email thread Ardenmore Pension Administration · cs
Callie Brennan asked for a session slot, CRM connector credentials in writing and the first users. Sukhvinder Dhillon offered early next week but cannot promise credentials until IT is consulted.
What was said
What this says
Current to 14 Oct 26Callie Brennan asked for a session slot, CRM connector credentials in writing and the first users. Sukhvinder Dhillon offered early next week but cannot promise credentials until IT is consulted.
Ask: Callie wanted an hour next week, written read-only CRM credentials and the first users, up to fifteen licensed.
Customer view: Sukhvinder is willing but depends on his IT team for credentials. Users will be Matthew and a few client managers, names to follow.
Next: credentials gate the CRM connector, as Callie will not start without written access.
The thread
Updated 9 Oct 26Messages
Callie Brennan 14 Sep 2023 15:11Hi Sukhvinder, Thanks for your time on the call today. Before we switch on the refresh, I'd like to book the next onboarding session so we can walk through the field mapping for your client-relationship team. What I need from your side is: - a slot of about an hour next week - read-only credentials for the CRM connector, sent in writing - confirmation of which users should be added first, up to the fifteen licensed I won't start any connector until the access is in writing, so the credentials are the main thing to get moving. Thanks, Callie
Sukhvinder Dhillon 15 Sep 2023 13:20Hi Callie, Thanks for the summary. Early next week is possible for me, Tuesday or Wednesday afternoon would suit best. I will need to check with our IT team about the credentials, so I can't promise those by then. On users, I think it will be Matthew and a few of the client managers to begin with. I will send names once I have confirmed with them. Regards, Sukhvinder