Getting Started in Optimize HQ
Step 1: Create Users
Begin by creating user accounts for all individuals who will be using Optimize HQ.
Select Management > Users ...
Go Live SOP
Notification of New Account
Receive via Chatter and/or email after the initial Onboarding client call.
If the Product services include posting, ...
NAPA Gold Funds - Internal Process
Gold Fund Products & Service implementation
Client claims funds via NAPA Member Site ( https://member.napaautocare.com/ )
Open Member Site > Gold Program ...