Admin: How to set up a client?

In order to set a client up, follow the steps below

Path: Administrative Tools > Client & Shows > Client Companies > Add New Record
  • EnterInformation tab
  • Enter Company Name
  • Enter Website
  • Select Vertical
  • Select Account Owner (Account Executive)
  • Contracts & Agreementstab
  • Select NexTechPlatform
  • Click Save Recordto finish creating the newclient.

*New Users and Shows can be set up from tabs in new client records or follow steps 2 and 3 below.