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Optimist WOVN Onboarding Doc
Welcome to Onboarding!
Process Overview
Brand Info
Quick Guide
FILIGREEN TO DO LIST
FAQ
Working Pieces
Marketing
Share
Explore

Working Pieces

Reference Tables

Brand Info
Section
Company Name
First Name
Last Name
Title
Email
Phone
Portal Access?
1
Utopia
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1
SCU, INC
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3
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Carlos
Rios
Head of Sales
carlos@cosmicturtlegroup.com
917-213-8094
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4
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Maria
Peña
SoCal Account Mgr
(323) 875-5013
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Dave
Evans
Co-Founder
708.699.4779
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3
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Dave
Evans
Co-Fpunder
708.699.4779
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Sydney
Finkel
CFO
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3
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3
Highland Canopy, LLC DBA Sonoma Hills Farm
Joyce
Cenali
COO
415.609.5251
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Retailer Line Cards - Working
Retailer
Payment Terms
Retail License #
Contact Name
Email
Phone
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There are no rows in this table
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⁠

Under Construction - Process list with delegation buttons

Status Progression
Status
Order
Owner
Column 4
Distribution Services Agreement
0
Tal Max
Final DSA/Redline Review
1
Tal Max
DSA Signature Received
2
Tal Max
ASR Assignment
3
Tal Max
Onboarding
4
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Transfer Ticket Training
5
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Product Intake
6
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Order Ticket Training
7
Tal Max
READY FOR ORDERS
8
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Brand Asset Acquisition
9
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Partnership Announce
10
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Announce Analytics Review - 24 hrs
11
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Announce Analytics Review - 1 week
12
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1st Payment Pickup
13
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There are no rows in this table
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Payment Terms


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