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Onboarding

Atlas DataSynch onboarding

Step 1: company and project

This creates durable onboarding records for the CRM, company, project, manifest, and Atlas Replenish setup context. The next page can then build integrations against real tenant IDs instead of temporary sample data.

Contact identity

Company and project

CRM onboarding case

Integration follow-up context

First name Last name Email Phone Company Project Product Integration

Buyer/seller test role Notes

Atlas Replenish