Adding a Corporate Account

Notes about Creating a Corporate Account:

Steps

To create a corporate account, do the following:

  1. Ensure you're viewing the hierarchy; if you don't see the hierarchy tree on the left side of the screen, click the Hierarchy link.

  2. Right click on Corporate Accounts in the hierarchy tree.

  3. From the shortcut menu, select New Corporate.

  4. Complete the form with the information for the account. See Adding an Account for details on the fields on this screen.