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Agency Requests/New Account Intake

New Account Request

Submitter & Client business onboarding into the DOC Data Harvesting Engine.

Direct Team Alert Active
Notifies: ops@dynamicomnichannels.com

Step 1: Submitter Information (Agency Representative)

Enter the details of the team member or account manager submitting this request.

Step 2: Client Business & Contact Details

Enter the client / business profile being onboarded into the DOC account ecosystem.

Step 3: Services to Set Up & Launch Config

Select which DOC services to provision for this new account, then set the launch parameters.