Onboarding checklist

This article will show you how to find your way around Corfix for the first time using our onboarding checklist.

The onboarding checklist highlights the key features within Corfix to make sure you are familiar with everything in your account. You can find the checkmark box in the top right corner of the Corfix admin portal. 

Once selected, you will be presented with a to-do list for setting up your account. Each step listed is clickable and will guide you to specific places within Corfix where you can try out different features. Once you complete the task the checklist will scratch it off.

It is recommended that you scratch off each item in the checklist so that you become familiar with all of the functions within Corfix.