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  Adding clients into HQ - Instructions for the AC and Instructions on the Client side
  Click "Management" Click "Companies/Locations" Click "Location Users" Click "ADD USER" Click the "First Name" field. Type the user's first and last name Insert the user's email ...
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  Adding Appointment link to a GMB profile
  Adding in the Appointment Link: Access your client’s Google Business profile from the Google Business profile Manager by searching for, and ...
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  BlueTie Email – New email with Enterprise already created
  Website Update is needed. Double check the subscription product in Salesforce Login into Bluetie: https://extranet.bluetie.com/index.html?msg=sessiontimeout Click on Enterprises on the left-hand corner ...
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  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 ...
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  Warm Sales Transfer SOP
  An Optimize Territory Sales Representative sells a new client on our services. The new client begins the Onboarding process. Onboarding Initial Call ...
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  Can I disable the ‘response exception’ for other users within HQ?
  No, the Response Exception feature will always be available for all user profiles.   ...
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  Can I set up notifications for every time a user creates a post? Can I
  This is not a feature available within Optimize HQ at this time.   ...
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  Will I be notified if a user ‘pauses’ a deck?
  No, Optimize HQ does not have a notification system enabled for this. ...
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  Where can I find supported import documents?
  The document used to import social content would be provided by the Optimize HQ user. ...
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  Do ‘drafts’ get deleted after a certain amount of time?
  No, your drafts will be stored as long as you are an Optimize HQ user. ...

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