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How can I identify a JMP First customer in Salesforce?

A JMP First customer can be identified a few ways. Search for the account name in Salesforce.

JMP First Accounts can be either a site license or a subscription (see second screenshot.)

Leanteq LLC is a good example - see image below:

1. On the Account record in Salesforce, a banner reads "JMP FIRST ACCOUNT"
2. The Site ID starts with a '9' and includes several '0's
   1. Example, the license number for Leanteq LLC is 900000165
   2. The license number can be found on the Salesforce account record Under "Assets" and then Site ID

 

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