👤 Owner: CSM / Implementation Manager
Phase 1: SFDC Integration & Jira
Step 2 & 3: Update Salesforce and Create Jira Epic
Step 2: Update Salesforce Records
- Update SFDC with Ninja Panel ID (NPID)
- Ensures usage data syncs correctly
- Tracks contractual obligations
Step 3: Create MTO Epic in Jira
- Project: MTO (Magic Transit Onboarding)
- Issue Type: Epic
- Summary: [Customer Name] Onboarding
- Include: NPID, prefixes, LOA, contact information
Tool: Jira (MTO Project)