In order to start testing putting jobs into the account, there are a series of areas that need at least one record setup. Going over all these areas takes some time, and some areas are very detailed. Since some of these areas will ultimately have potentially a large number of items to be setup for any business, reviewing the upload worksheets so that they can be filled out and used to setup your accounts is part of the initial meeting to review your new account. Going through and getting at least one record setup in these various menu command areas below, in the order that they are listed, then is a quick setup approach to a new APJM account.
1. Contacts > Organization -
There needs to be at least one organization setup in your account. The primary business.
12. Settings > Integration Services
- If you will be using your APJM account with Pressero
, those need to be configured here.