This flow guides users through the process of setting up and customizing an onboarding plan, tailoring it to meet specific goals and preferences, and finalizing it for implementation.
Exploring Home
Creating Plan
Entering Customer Info
Selecting Template
Connecting HubSpot
Viewing Plan Detail
Adding Task
Editing Plan
Customizing Tasks
Finalizing Setup
Describing Goals
General Settings
Setting Target Date
Assigning Coordinator
Confirming Details
Updating Attribute
Saving Changes
Enabling Features
Reviewing Plan
Embedding Content
Adding Link
Titling Content
Finalizing Content
Completing Setup
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