Adding a New Company with Avionté
Laura DiNitto
|
45 steps
|
2 minutes
Avionte
Alert! Before creating a company use the search bar to see if the company is already existing.
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Navigate to [https://dst.myavionte.com/app/#/dashboard/](https://dst.myavionte.com/app/#/dashboard/)
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Click "Companies"
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Click "Add New Company"
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Click the "Company Name *" field.
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Type the name of the company
Alert! Please input the company's headquarters address. ***Even if this is not the location you are targeting***
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Click the "Address 1 *" field.
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Click the "City *" field.
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Type the name of the city where the company is
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Click "Alabama"
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Click the state where the company is
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Click the "Zip/Postal Code *" field.
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Type the corresponding Zip code for the company address
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Click under "Home office"
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Click the correct branch that the company will fall under
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Click "Nothing selected"
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Click the appropriate status of the company
Status Definitions ! Prospect– Not qualified. Target- Qualified Active- Billing client Inactive- Company closed or will never use
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Click the "Company Website *" field.
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Type the company's website
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Click the "Main Phone" field.
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Type the company's phone # (optional)
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Click "Timesheet"
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Click "Batch Hours"
Alert! Every company should be in Batch Hours and NEVER in Timesheet
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Click "Submit"
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Click "View"
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Click "Edit Office"
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Click this field.
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name the office the state and city where you are targeting. For example: GA - Newnan
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Click this dropdown. and select the sales rep
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Click "Submit"
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Click "Add Address"
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Click this dropdown and select worksite
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Click this field.
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Type the worksite street address
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Click this field.
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Type the worksite city
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Click this field.
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Type the worksite zip code
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Double-click this dropdown.
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Click "Submit"
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Click this button.
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Click the "Add WC Codes" field.
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Type the appropriate WC that has been endorsed for this client
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Click the WC code
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Click this dropdown. and select default
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Click here.
