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Home > Insurance > Manager on duty setting up accounts checklist for MODs for a roadside assistance call center needing to certain accounts set up for the job

Manager on duty setting up accounts checklist for MODs for a roadside assistance call center needing to certain accounts set up for the job

General Account Setup

User Account Creation

Phone System Setup

CRM Account Setup

Payment Processing Setup

Reporting and Analytics Setup

Training and Documentation

Testing and Validation

Ongoing Support and Maintenance

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