- Knowledge Base
- Onboard
- Nominees
What is a data request nominee?
A data collection form for an OnBoarding can have multiple individuals filling out
the form through the nominee feature. This also allows different sections of the form
to be assigned to each nominee, and there is the choice of having nominee’s fill out
the form in parallel or sequentially.
This feature is part of the additional complex OnBoarding module, which greatly improves the OnBoarding process of corporate entities. The features include an option to split the data collection form between several people, an ability to auto create prospects from an existing data
collection form, substantial improvements to prospect groups and the ability to
externally create prospects.