Add New Account: Step 1 - Details

Under the Details tab, enter the appropriate information.

The required text entry fields are highlighted in red and are:

  • Company Name
  • Street 1
  • City
  • State
  • Zip

You will also need to specify the Company Type from the following options:

  • Company
  • Individual
  • Enterprise
  • Reseller

Specify the company Account status from the following options:

  • Account - Active Account utilizing InfinityHR Professional
  • Account - Active Account utilizing InfinityHR Premium / Enterprise
  • Account - Active Account utilizing InfinityHR Employee Self-Service
  • Account - Active Account NOT utilizing InfinityHR

If the account is to be a Lead or Opportunity instead, click the radial button.

Company_Info_-_Details_-_00.png

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