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Phase 2
Phase 2 Account Planning
As a customer is ready to move to or Grower Portal (Phase 2) , the following is the process that will be followed by the local team. Reach out to your local DTM to have a discussion on customer readiness and what the next steps are to move forward. Requirements for this phase include; engaged and bought in owner, Website Services (phase 1) is live, SSO Set up is complete, and data cleansing is complete as part of Data Silo Onboarding.