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, ...
Proposed Subscription Products
Create a Subscription Product any time you identify or pitch a proposed upsell for a client.
Upon creation, move the Stage ...