👤 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)