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.
