User: Sales Associate (SA)
Purpose: To collect more detailed client information, submit a request to the Contracts team, and oversee the client's progress till the end of onboarding.
Keystone facilitates the Sales Associate's job of compiling client information accurately and overseeing the client's progress till the end of implementation. It eliminates many of the redundancies and errors involved in the current process of manually putting information from different sources into a CPI request. SAs are given complete access to the onboarding profile with additional functionalities corresponding to their particular tasks.
