- Click on File, select Client Services, choose New Client from the pop up then Click on New Corporate.
- A form would appear [New Corporate Client]
- Enter the details about the company and the contact person of the company.
- Click on the Other tag, next to the company tag which are located at the top left of the form, to enter the industry in which the company belongs to.
- After filling every form detail, click on save and close. However, if there are multiple companies you are registering at a go, click save and next to type in the next company details.
- For easy access to the form, you could also click on the New Corporate button located underneath the menu bar.
HOW TO REGISTER CORPORATE CLIENTS
Updated on February 9, 2022
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