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Steps to Create a Company Record
Updated over a month ago

To create a company record, you must proceed through the following steps.

Step 1: Sign up

  • Go to the platform's website "https://supportfinity.com/"

  • Click on the "Sign Up" button.

  • Use your company email for registration (personal emails are not allowed).

  • Create a strong password.

Step 2: Fill mandatory fields or let Genie do it for you!

  • Fill in all mandatory fields, which may include company name, address, industry, company bio and other relevant information.

  • Ensure that all required information is accurate and up-to-date.

  • Genie, our AI agent can automatically create it for you just from your company website, try that by clicking on "Create company record with AI" button.

Step 3: Save company record

  • After filling in the mandatory fields, save your changes

Step 4: Start using SupportFinity

  • Once the company information is saved, it undergoes a quick review by SupportFinity's compliance team. It will be Under Review status but you can use SupportFinity normally.

  • The review is to ensure that the provided details comply with the platform's quality standards.

  • After the review is complete, you will receive an email notification.

  • You can see the status of your company when you log in. It should indicate whether it is "Active" -if it meets quality criteria- or if there are any issues that needs attention.

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