13
Introduction
Exporting Client Contact Data (Optional)
Manually Adding Clients to Liscio
Introduction
Step 1: Decide Who Will Be Invited First
Times You May Want to Rollout All At Once
Step 2: Select a Go Live Date
Step 3: Introduce Liscio with a Customizable Email Campaign
Bonus: Email Campaign Tips & Tricks
Individual Invites
Invite in Bulk
File/Message/Task Invites
Time to Launch Your Client Experience 2.0
13
Introduction
Exporting Client Contact Data (Optional)
Manually Adding Clients to Liscio
Introduction
Step 1: Decide Who Will Be Invited First
Times You May Want to Rollout All At Once
Step 2: Select a Go Live Date
Step 3: Introduce Liscio with a Customizable Email Campaign
Bonus: Email Campaign Tips & Tricks
Individual Invites
Invite in Bulk
File/Message/Task Invites
Time to Launch Your Client Experience 2.0