Initial Setup

Navigation
The Initial Setup form launches automatically for new accounts.
Overview
Use to import initial data.
• Adding or editing links for LinkedIn, Twitter and Facebook
• Setup email settings
• Create security token
•  Send test emails
• Request data
• Import data
Fields
Customer No	City	Active	Customer Name
Address	Ext	State	Billing Contact
Address	Email	Country	Terms
Address		Facebook	Tax Schedule
Zip			Tax Exempt No
Phone			Price Level
Fax			Salesperson
LinkedIn			Account Manager
Twitter