Use the Custom Task to add non-Unifyr activities to a Unifyr Onboarding Plan, for example participating in an orientation call with one of your Channel Sales managers before progressing out of the initial stage.
Custom tasks must be manually tracked/marked as completed against the partner record. For more information, see Track Partner Completion of Custom Onboarding Tasks.
Note
If the custom task includes a URL (an optional setting), it will automatically be marked as complete when the user clicks the link. This type of custom task doesn't have to be manually tracked and acknowledged.
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