Onboarding

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Onboarding Links

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  1. OB Most Used Numbers
  2. TV Board Doc

Calendars

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Appointments

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  1. Full Slate
  2. Appointment Calendar

Professional Services

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1-800-469-5654 elitesupport@imatrix.com

  1. Conversion Consultation Calendar
  2. PS Drive Folder

Phone System

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  1. InContact

Forms

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  1. ADC Form
  2. Testimonial Form

Company Links

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  1. iMatrix Intranet

Timecard

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  1. Kronos
  2. Timecard Updates

ENFRA

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  1. Enfra's Workflow
  2. Submit Content Transfer
  3. Submit Production cases

Enfra Queues

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  1. Enfra - Open Production
  2. Enfra - Open CT
  3. Enfra - CT Pending QA

Onboarding Call Resources

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  1. SMB - DF+iMatrix Apps
  2. OBC Workflow PDF
  3. Why Go Live?
  4. Onboarding Call Structure
  5. OB - Q&A LIVE Checklist
  6. OB Call Note Template

BOND

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  1. Login | Salesforce

Dashboards

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  1. OB (ALL) Dashboard
  2. OBC Role Dashboard
  3. Production Role Dashboard
  4. Client Liaison Dashboard
  5. HS Dashboard

General OB Queues

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  1. Live Queue
  2. Not Live Queue

Production Queues

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  1. Open Queue
  2. Daily Completed Cases Queue
  3. AYR Queue
  4. Touchpoint Queue

Hot Seat Queues

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  1. JIRA Open Queue
  2. Domains Open Queue
  3. Kick Out Queue

Client Liaison Queues

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  1. AYRs 90+
  2. GetFeedback Queue

OB Documentation

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  1. OB Documentation Folder

Domain

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  1. Domain Folder
  2. BOND Redom
  3. Create Domain Transfer Case
  4. Domain Registrar Numbers

JIRA

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smb-port-jira@internetbrands.com smb-webmgr-jira@internetbrands.com

  1. JIRA - Dashboard / Login
  2. Create a JIRA case in BOND

Email

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  1. Adding MX to Portal
  2. Troubleshoot Email

Webinar

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  1. Webinar Folder
  2. Webinar Schedule

Client Liaison

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  1. Client Liaison Workflow
  2. OB GetFeedback Form

Portal

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  1. DF Admin
  2. IMX Portal (Portal A)
  3. IMX/DF Portal (Portal B)

Portal Resources

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  1. Portal Best Practices
  2. Default Portal Images
  3. Portal Template Image Spec Sheet - Google Sheets

Gallery Sites

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  1. gallery.chiromatrix.com
  2. gallery.vetmatrix.com
  3. gallery.imatrix.com/eyecare

Stock Images

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  1. Pexels - Free Stock Photos
  2. Salon
  3. Chiropractic
  4. Vet
  5. Optometry
  6. Ophthalmology
1 Comment
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  1. Sherry Guo
    Sherry Guo (follows this board) · over 1 year ago

    https://calendar.google.com/calendar/render?mode=day&date=20171214T230612&pli=1#main_7%7Cweek-2+24458+24464+24462 Suggested for Onboarding Call Resources

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