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.