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mapping accounts

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Good afternoon,

I am new to WDesk, i am trying to map an account.  

Can anyone led me in the right direction.  I tried goggling and it just makes it more confusing,

Any tips, and advises are appreciated.

Have a great day,

Thank you Monica

 

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Comments

4 comments

Date Votes
  • Official comment
    Tony Scalese

    Monica,

    Welcome to Workiva!  We are so excited that you are embracing the platform.  We have a tremendous amount of training resources, documentation, and people available to help you.  If you haven't has a chance to connect with you Customer Success Manager, I would definitely recommend that you reach out to him/her as they can help you ensure a success journey with our amazing platform.  If you need help connecting with your CSM, give our support line a call and they can help get the two of you connected.  

    And THANK YOU for using the community!  We love to engage here too.

    Tony

  • Isaac Oard

    Hi Monica Lebel
    I have added a support article here to further help you understand.

    Thank you and I hope this helps!

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  • Monica Lebel

    Thank you, Isaac Oard, for the direction.  I will look are that article further, for what I read in a fast glance it looks like it will definitely help.

    Enjoy you weekend and thanks again.

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  • Monica Lebel


    Good morning.

    I will contact the support line so that i can connect with the CSM to get a plan for the proper process of wdesk from a to z.

    Have a great weekend.

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