{"id":1132,"date":"2022-01-10T15:28:42","date_gmt":"2022-01-10T15:28:42","guid":{"rendered":"https:\/\/www.smartsaleerp.com\/helpdesk\/?post_type=ht_kb&#038;p=1132"},"modified":"2022-02-09T10:07:01","modified_gmt":"2022-02-09T10:07:01","slug":"how-to-register-corporate-clients","status":"publish","type":"ht_kb","link":"https:\/\/www.smartsaleerp.com\/helpdesk\/knowledge-base\/how-to-register-corporate-clients\/","title":{"rendered":"HOW TO REGISTER CORPORATE CLIENTS"},"content":{"rendered":"<ol>\n<li>Click on File, select Client Services, choose New Client from the pop up then Click on New Corporate.<a href=\"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/01\/cc1.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-1133\" src=\"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/01\/cc1.png\" alt=\"\" width=\"671\" height=\"460\" srcset=\"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/01\/cc1.png 671w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/01\/cc1-600x411.png 600w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/01\/cc1-200x137.png 200w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/01\/cc1-50x34.png 50w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/01\/cc1-60x41.png 60w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/01\/cc1-100x69.png 100w\" sizes=\"auto, (max-width: 671px) 100vw, 671px\" \/><\/a><\/li>\n<li>A form would appear [New Corporate Client]<a href=\"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/01\/cc2.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-1134\" src=\"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/01\/cc2.png\" alt=\"\" width=\"843\" height=\"525\" srcset=\"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/01\/cc2.png 843w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/01\/cc2-600x374.png 600w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/01\/cc2-200x125.png 200w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/01\/cc2-768x478.png 768w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/01\/cc2-50x31.png 50w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/01\/cc2-60x37.png 60w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/01\/cc2-100x62.png 100w\" sizes=\"auto, (max-width: 843px) 100vw, 843px\" \/><\/a><\/li>\n<li>Enter the details about the company and the contact person of the company.<\/li>\n<li>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.<a href=\"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/01\/cc4.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-1135\" src=\"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/01\/cc4.png\" alt=\"\" width=\"201\" height=\"103\" srcset=\"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/01\/cc4.png 201w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/01\/cc4-50x26.png 50w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/01\/cc4-60x31.png 60w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/01\/cc4-100x51.png 100w\" sizes=\"auto, (max-width: 201px) 100vw, 201px\" \/><\/a><\/li>\n<li>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.<a href=\"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/01\/cc5.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-1136\" src=\"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/01\/cc5.png\" alt=\"\" width=\"843\" height=\"525\" srcset=\"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/01\/cc5.png 843w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/01\/cc5-600x374.png 600w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/01\/cc5-200x125.png 200w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/01\/cc5-768x478.png 768w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/01\/cc5-50x31.png 50w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/01\/cc5-60x37.png 60w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/01\/cc5-100x62.png 100w\" sizes=\"auto, (max-width: 843px) 100vw, 843px\" \/><\/a><\/li>\n<li>For easy access to the form, you could also click on the New Corporate button located underneath the menu bar.<a href=\"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/01\/cc6.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-1137\" src=\"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/01\/cc6.png\" alt=\"\" width=\"228\" height=\"155\" srcset=\"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/01\/cc6.png 228w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/01\/cc6-200x136.png 200w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/01\/cc6-50x34.png 50w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/01\/cc6-60x41.png 60w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/01\/cc6-100x68.png 100w\" sizes=\"auto, (max-width: 228px) 100vw, 228px\" \/><\/a><iframe loading=\"lazy\" title=\"Registering Cooperate Clients\" width=\"643\" height=\"362\" src=\"https:\/\/www.youtube.com\/embed\/p3BPpGtrSxk?list=PLF62JtkFHNem747w5X0M38ctLnrKjO_Tu\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/li>\n<\/ol>\n","protected":false},"excerpt":{"rendered":"<p>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&#8230;<\/p>\n","protected":false},"author":1,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[3],"ht-kb-tag":[29],"class_list":["post-1132","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-how-to-guides","ht_kb_tag-client-registration-and-marketing"],"jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-json\/wp\/v2\/ht-kb\/1132","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-json\/wp\/v2\/comments?post=1132"}],"version-history":[{"count":2,"href":"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-json\/wp\/v2\/ht-kb\/1132\/revisions"}],"predecessor-version":[{"id":1276,"href":"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-json\/wp\/v2\/ht-kb\/1132\/revisions\/1276"}],"wp:attachment":[{"href":"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-json\/wp\/v2\/media?parent=1132"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-json\/wp\/v2\/ht-kb-category?post=1132"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-json\/wp\/v2\/ht-kb-tag?post=1132"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}