A user with Sales access can add new advertisers, i.e. clients.
Before adding new clients to your database, make sure they don't already exist in there. Even a savvy duplication detection system has its limits so just make it part of your process to search for the customer before you enter them.
Go to Ad sales >>> Organizations. This will display the last client you worked with.
Then click the upper New button.
Adding the new client details
Add the advertiser's legal entity name in Organization name and, if applicable, use the Trading name for allowing a search for the name that they normally trade under.
When you create contracts and send invoices, you want to make certain which legal entity you are doing business with. Depending on which market you are working in, it may even be advisable to enter the Tax ID so that once the invoice has to be paid,
there's not going to be any issues.
As you enter the address(es) for the company, you can either do it manually or you can use Google's address search to find the address. If you use Google, just start typing the address, in this case with the number first; 3350 Stevens Creek...
If visiting and delivery address is the same address as for billing, you don't have to enter them. The system will use Billing address for delivery of complementary subscriptions if the Delivery address field is empty.
Finally, before saving the new customer, make sure you pick the right Sales rep, properly categorize them in your sales funnel and select which segment they should belong to. Please observe that the Category and Segment drop down menus are editable for your system administrator.
If you check off that they are Tax exempt, no tax will be added to your invoices for this customer, but you have to make sure that you create the deals after you have checked this off.
Adding a contact
When you have added the organization you can also add a contact if you have one at hand at this time.
Go to the Contacts tab and click the lower New button.
In the form, add their name and contact information.
Use the check boxes to identify if this person should be receiving emailed invoices and/or artwork reminders.
By ticking off these boxes you'll set the person up to be the default contact person for any future deals created for this account.