Customer Portal Intake Form Please take a few minutes to answer these questions. This will help us prepared to help you with your Customer Portal setup. Thank you! Background InformationTell us about your companyWhat prompted you to purchase the customer portal?Are there any specific problems you hope to solve with the portal?Are there any goals you hope to achieve through using the portal?Tell us about your customers . . .What do they order, how often do they order, how do they place their orders now, and any other information that might be helpful to us as we guide you through the portal implementation.Acctivate Data InformationWhat products will be available on the portal?If not ALL Active products, you will need to designate the products that will be available on the portal using any CHECKBOX field in the Acctivate product information. This would typically be Available On Web but can be any field (even a custom one) as long as it is a CHECKBOX. Specify that field below. All Active Products All Active Products Marked as 'Available On Web' Let me get back with you! Tell us more about your productsApproximately how many products do you have? Approximately how many will be available on the portal? How often do you update products? How do you update them? Is there any other information that would help us understand your products better?Tell us how your pricing is set up in AcctivateDo you use Price By Category prices? Do you have 'levels' of pricing? Do you user Cost+ or List- pricing? Do you have customer specific contract pricing?What warehouse(s) will you use to determine available stock for the portal?Let us know the warehouse name or code for each warehouse to include Theme and BrandingDo you have a brand guidelines document?If so, please upload it to the Shared Client Folder when you receive that link (if you haven't already). Yes No If there isn't a brand guidelines document, please let us know what colors you use for your brand.Specific hex color codes are ideal. If that's not possible, a good quality logo or graphic that we can pull the colors from would be OK.What will your final URL be for the portalYou can use a subdomain of our portal URL (mycompany.essiportals.com). You can also use a subdomain of your main domain (like dealers.mycompany.com or portal.mycompany.com). You can even register a new domain to use for the portal (companyportals.com).