Scope This checklist is to be performed after an opportunity has been closed won. Certain records are created automatically from the opportunity being set to closed won so in those cases we need to verify that these have been created
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Pre-Live: Client Accounts Checklist
Use the following list to verify that the required client accounts are created and accessible. All client account login credentials should be stored in C2 Password. ____ Set up Client Vault in C2 Password vault is setup for the client.