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S2ORG
Setup
Let's Get Started
Let's Get Started
Troy Cherry avatar
Written by Troy Cherry
Updated over a week ago


STEPS

  1. Let's Get Started!
    ​We need just a little more information about your client.

    Let's Get Started

  2. NAICS Code

    We capture an industry code so that we can show you peer comparisons.

  3. Enter the Client's Primary Address
    ​You can add additional addresses later in the Organization Profile.

    Enter the Client's Primary Address

  4. Enter City

    Enter City

  5. Select State

    Select State

  6. ZIP Code
    ​We use the zip code to pull in information about the client's physical location.

    ZIP Code

  7. Click Save

    Click Save

  8. Alert
    ​Correct any errors before proceeding.

    Alert

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