How do I create a Client Company?
To see the Client Company creation process in action, please click the Take A Tour button below.
To create a new Client Company, please follow these written steps as a guide:
- 1
- Click on Records.
- 2
- Click on Companies.
- 3
-
Click on
New.
- 4
-
Enter the Client Company
Name.
- 5
-
Select the Client Company's
Status.
- 6
-
If available, provide an Account Representative, Industry, Phone, and URL.
- 7
- If preferred, please attach a Contract Document or Letter of Authorization.
- 8
- Click on Save Changes.
Bulk Imports
If you have many Client Companies to create, we recommend leveraging Discovery's bulk import option. Please see this article for more information on bulk importing Client Companies.
If you have additional questions or need more in depth information, please feel free to send us a message using the help beacon in the lower right-hand corner.