Jumpstart - Company profileLast updated on 02/23/2023
The first step of Jumpstart is reviewing your company profile.
Things to know
Your account representative creates an account for you. Check your email, click the link, and create a password to begin.
You can review the information you enter at the end of the process with your implementation manager.
You need to enter your primary location to get started.
Company profile workflow
Step 1: Review your company profile
Review the information we have on your company. If you need to edit anything, make the necessary changes. When you’re done, or if you have no changes, click Continue.
Step 1: Select your customer types
Select which type of customers you serve. You can select more than one option. When you’re done, click Continue.
Step 2: Rank your business goals
Drag and drop each goal to the ranking you want. You can always update the ranking later. When you’re done, click Continue.
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.