Use the Custom Task to add non-Unifyr One activities to a Unifyr One Onboarding Plan, for example participating in an orientation call with one of your Channel Sales managers before progressing out of the initial stage.
Custom tasks must be manually tracked/marked as completed against the partner record. For more information, see Track Partner Completion of Custom Onboarding Tasks.
Note
If the custom task includes a URL (an optional setting), it will automatically be marked as complete when the user clicks the link. This type of custom task doesn't have to be manually tracked and acknowledged.
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