OBI Services will help you set up your Flow Automations in your Suitedash Accounts for a more easy and smooth client journey.
Here are the things we will need for this task:
- Admin User credentials (Suitedash) to be shared via Dashlane.
- Please click here on how to share credentials:
Or you can create a staff member using this email: firstname.lastname@example.org
- Please click here on how to create a staff member:
- Content - What do you want to place inside the page?
- Title and description - What do you want to name this page/ menu title name?
- Images - What images do you want to place on your flow content?
- Embed Codes - If you want to embed other tools in your flows
- What are the steps of the flow? - What are the trigger and what are the actions?
**Please note that OBI Services does not support content creation. "All content (images, text, font, headers, footers, etc) must be from the client."