Saved files contain onboarding business contact details, protected by your passphrase. Keep the file and passphrase private. We cannot recover a lost passphrase. Saving and opening a draft happens only on this device, without uploading it. No automatic browser storage.
At least 12 characters. Needed again to open the saved file.
Step 1: fill out as much as you can before your first onboarding call. Choose Skip when you do not have an answer. CRMX will use your answers to help set up nurse applications, interviews, and messages. Step 2: after submitting, schedule your onboarding call.