Summary
This document is an onboarding checklist guide for new users of the Agentbox platform. It outlines essential tasks to be completed before and after launching the system to ensure a smooth transition. The guide emphasizes the importance of designating an Agentbox Champion to oversee the onboarding process and suggests that sufficient time be allocated for setup. Key pre-launch tasks include completing online training through Agentbox Academy, managing commission settings, and preparing compliance documentation. Post-launch activities focus on system configuration, integration with portals, and reviewing listings. Additional modules, such as the Leads Capture Module and Sales Trust Module, are also addressed, with instructions for setup and configuration. The document concludes with frequently asked questions to assist users in navigating common onboarding challenges and ensuring they are well-prepared for using the Agentbox system effectively.
