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Related Articles
  • Getting Started - Basic Concepts
  • Getting Started - Step 1: Adding Inventory
  • Getting Started - Step 2: Filling Out a Quote Form
  • Getting Started - Step 3: Setting up Distance Charges
  • Getting Started - Step 4: Delivery Methods
  • Getting Started - Step 5: Creating a Contract
  • Getting Started - Step 6: Linking your Company Email Address
  • Getting Started - Setup Progress
  • Getting Started - New Customer FAQ's
  • Getting Started - Office Upgrade Version Benefits Over Legacy Version
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Author Lee F.
Tags setup, setup progress, setup surveys, get started, begin, new customer

Getting Started - Setup Progress

Upon creating an account you are directing into setup guides. You can get back to them at ay point in time by

1. Click on Settings (the cog wheel in the top right)

 

2. Click on your setup progress

These will walk you through various areas we recommend for setting up your account. These are not mandatory and you can skip as many questions as you like. All of the areas being setup can be found individually by search for them within the settings menu.

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