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HPTF WOVN Onboarding Doc
Welcome to Onboarding!
Process Overview
Brand Info
Quick Guide
FILIGREEN TO DO LIST
FAQ
Working Pieces
Marketing
More
Share
Explore
Working Pieces
Reference Tables
Brand Info
Brand Info
Section
Company Name
First Name
Last Name
Title
Email
Phone
Portal Access?
Section
Company Name
First Name
Last Name
Title
Email
Phone
Portal Access?
DBA Name
1
Legal Company Name
1
Sales
3
Operations
3
Finance
3
Preferred Lab
3
White Label Producer
3
Retailer Line Cards - Working
Retailer Line Cards - Working
Retailer
Payment Terms
Retail License #
Contact Name
Email
Phone
Retailer
Payment Terms
Retail License #
Contact Name
Email
Phone
1
2
3
4
5
6
7
8
9
10
There are no rows in this table
Under Construction - Process list with delegation buttons
Status Progression
Status Progression
Status
Order
Owner
Column 4
Status
Order
Owner
Column 4
1
Distribution Services Agreement
0
Tal Max
2
Final DSA/Redline Review
1
Tal Max
3
DSA Signature Received
2
Tal Max
4
ASR Assignment
3
Tal Max
5
Onboarding
4
6
Transfer Ticket Training
5
7
Product Intake
6
8
Order Ticket Training
7
Tal Max
9
READY FOR ORDERS
8
10
Brand Asset Acquisition
9
11
Partnership Announce
10
12
Announce Analytics Review - 24 hrs
11
13
Announce Analytics Review - 1 week
12
14
1st Payment Pickup
13
There are no rows in this table
Payment Terms
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