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GPTE Creating New Corporate Client

GPTE Creating New Corporate Client

A corporate client profile is created by analogy with the agency/distributor profile. There are however certain distinctions, specifically: ability to add passports and bonus cards to employees profiles, as well as configure company offices for further quick search nearby them.

To create a new corporate client:

  1. On the Navigation menu, click My CompanyCorporate clients.

  2. On the Corporate clients page, click New Corporate Client. The Create New Client page appears:

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  1. On the Create new client page, fill in the information about the client company as it is described in Configuring Information about the Company.
    The fields to be filled mandatory are marked with the asterisk (*)

  2. Click Save.

Corporate Clients upload from Excel

Additionally bulk upload of Corporate Clients is allowed:

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