Quickstart Account Engagement Setup

1. Checks the existing setup. This covers whether the user is linked as an admin on the business unit, whether the connector is active and whether a notification user is set.
2. Checks licenses. In one case it found that Sales Emails and Alerts showed "License Needed" and stopped there.
3. Sets up licenses, permissions and business unit provisioning.
4. Traces setup errors to their cause, then fixes the cause in the browser. In one case it created a missing Primary Business Unit and assigned a Setup Admin.
5. Connects Account Engagement to Data 360, including custom field mappings, where the job calls for it.
6. Confirms the fix works by creating draft assets from a Campaign, such as a Signup Form and a Landing Page.
7. Writes a status report and pauses when a decision belongs to the user, such as whether to sync demo prospects to the CRM.

The usual next step is Configure Account Engagement Analytics.