This article will guide you through creating a Company Profile for Corporate Sales.
Navigate to Setup > Corporate Sales > Company Setup.
To add a company click on the Add New button.
To setup a company complete the information showing on the screen: Info, HR Info, Billing Info, Corporate Account Executive and Note. The following fields are required to proceed in creating the company:
Name - Type in here the name for the company
Close Date - This determines when a pending invoice will automatically open and be made available to send over to the 3rd party company for billing.
Corporate Account Executive Name - Type in here the name for the Corporate Account Executive
Click on Create at the top left corner to save the information.
Requirements - A 'Master Admin' login or a staff login with the following permissions.
- Member Management : General - Can setup and manage Corporate Sales accounts