Additional Setup Steps
- Setting Up Billing and Payment Gateways
- Adding Staff Members, Staff Groups and Quote Campaigns
- Adding or Editing Email Templates, Drip Email Campaigns, and an Unsubscribe List
- Adding or Editing Quote and Job Order Statuses
- Uploading Your Site Pages/Content
- Adjusting Your Load Board Settings/Profile
- Additional Setup Steps
Step 14a → Uploading Additional Data to the System
If you would like to upload a .CSV file of your company's previous Job Orders, Quotes, Customers, Affiliates, Lead Providers, Vendors, Corporate Accounts, Service Providers for import in to the system, please contact your Boarding Process Representative for further instructions.
Step 14b → Further Customizing Reporting
Likewise, if you would like specialized Reporting not otherwise present in our pre-made reports tab, please contact your Boarding Process Representative for additional instructions.
Congratulations on finishing the setup of your account. Thank you for utilizing Mover Technologies to maximize the efficiency of your company!