Account Configuration

1. Click  to begin
2. Enter the Company Name. This will be used to internally designate this organization in Command. 
   
3. Click 
   
   
4. Select the record typed to be monitored. These can be adjusted at any time 
   
5. Click "Create Source" to connect a new source to Command
   
6. Use the dropdown window to select the Source Type
   
7. Click Next
   
8. Enter the platform credentials into Command to connect the source. 
   Note: Name is used to internally reference this new source within Command
   
9. Click 
10. The new source will now appear under monitored sources. 
    
11. The user may continue adding sources. Click on the source name to activate or deactivate monitoring. Monitored sources will be highlighted green
12. Once all sources are selected click 
    
13. Click on the circle to activate or deactivate any fields in Command. Fields with a checkmark will display in the Command Reports. 
14. Click on the plus sign under "Contact Data Completeness Fields" to add additional custom fields to be tracked by Command
    
15. Once all fields have been added click "Next"
    
16. Begin mapping each Command field to the Corresponding field in the MAP or CRM
    Note: Quality Fields are custom fields that track data validity for each channel. For more information on Sureshot Data Validation services contact your Client Success Manager or visit https://sureshot.io/data-enrichment/
    
17. Once mapping is complete click "Save"
    
18. The user will now be redirected to the Command Dashboard. Command will begin analyzing the connected sources. Data will be available shortly. 
19. The user may access Command's configuration menu at any time using the icon
20. Click the icon to select a different organization
21. Click to log out completely

For more information view the Command Dashboard Guide