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Setting up a new client in Soldo
A simple workflow template for setting up new clients in Soldo
DOWNLOAD TEMPLATE START YOUR 30-DAY FREE TRIALWhen onboarding new clients, you might decide that they will use Soldo to manage spending and expenses.
Use this simple workflow template including ready-to-go email templates to set up the Soldo account and send the information to your clients.
DOWNLOAD TEMPLATE