PARTNER MANAGEMENT

Onboarding	Application Review	Processing Placements	Pre-Departure
Patner Training	Invoicing	Processing Moves	On Program Support
Communication	Creating DS   Forms	Payments	Program End

ONBOARDING

​Onboarding a new partner

Vickie/Laura will onboard new partners, send the LOA, and assign agent to an account manager.

The account manager will:

•  Create Partner in Partner Module in Sugar
• Create Partner Spreadsheet
• Create Partner Reports
• Send onboarding email
•  Schedule onboarding training

 
Maintenance
Keep sugar updated with correct email addresses