Complete Video Library

Top 10 Onboarding Questions

Support & Tickets

Onboarding consists of videos and online content presented below, combined with 1-2 calls to answer questions as you go through this process.

Step 1: Please complete the Video Playlist below.

Step 2: Please click through the Support Pages links and review the materials.

Step 3: Please use our boberBot in the bottom right corner to take a short comprehensive exam regarding the Video Playlist and Support Page's content.

Step 4: After the exam, boberBot will give you the link to move onto Phase 2 of the onboarding process.


In this section we will go over different lead types and logics, and everything that has to do with data and support.