Portal Support / Update Firm Marketing Information (Business Categories and Description)

To update your firm’s Marketing information in the Portal, follow these steps:

    1. Login to the Portal.
    2. Click on Firm Admin on the top toolbar.
    3. Select Marketing info on the left sidebar.
    4. On the Marketing info screen, click the Edit button at the bottom of the page.                                       marketing-info
    5. Update the Business Categories in the top section and add/edit firm description in the bottom section.