Adding a New Company with Avionté | Scribe

    Adding a New Company with Avionté

    • Laura DiNitto |
    • 45 steps |
    • 2 minutes
    alert ordinal icon
    Alert! Before creating a company use the search bar to see if the company is already existing.
    1
    Navigate to [https://dst.myavionte.com/app/#/dashboard/](https://dst.myavionte.com/app/#/dashboard/)
    2
    Click "Companies"
    3
    Click "Add New Company"
    4
    Click the "Company Name *" field.
    5
    Type the name of the company
    alert ordinal icon
    Alert! Please input the company's headquarters address. ***Even if this is not the location you are targeting***
    6
    Click the "Address 1 *" field.
    7
    Click the "City *" field.
    8
    Type the name of the city where the company is
    9
    Click "Alabama"
    10
    Click the state where the company is
    11
    Click the "Zip/Postal Code *" field.
    12
    Type the corresponding Zip code for the company address
    13
    Click under "Home office"
    14
    Click the correct branch that the company will fall under
    15
    Click "Nothing selected"
    16
    Click the appropriate status of the company
    information ordinal icon
    Status Definitions ! Prospect– Not qualified. Target- Qualified Active- Billing client Inactive- Company closed or will never use
    17
    Click the "Company Website *" field.