To manage a consulting firm profile, set up an account first.
If you already have an account, follow the below steps to manage the consulting firm account.
Click on the "Settings" button (the gear on the left sidebar):
1) Company Details
If you want to change any information, click on "Edit." When done, click on "Save."
2) Demographics
The first screen is about "Industries Served." Here, you can select all the industries that your company serves. If you want to remove any industry, click on the "x" beside its name. When you are done, click "Next" to go to the "Capabilities."
Here the same principle applies; you select all your company's capabilities. Again, if you want to remove any capability, click
on the "x" beside its name. When you are done, click "Next" to go to the "Geographies."
Geographies refer to the regions and countries where your company has a presence. Not only the offices but also the markets that the company serves. After
you finish modifying the demographics, click "Save."
3) Organizational Unit
Again, only the company administrator can add organizational tags and brands. Managers and Partners can use the ones created by the company administrator.
Here you can set the number of times you want to allow partners to reschedule the survey. Click "Save" to make it permanent.
The last option allows you to manage your subscription in Conpulse.