Add New Client Organization

All events require a client organization and contact - this is the meeting requester or the decision maker for the event. Client organizations may be internal departments/divisions of your company or external client companies.

To add a new client organization, select Clients and Organizations. The current list of client organizations is shown here.

Select +New Client Org

Complete the client profile information.

Select another client organization as a Parent Organization in the Select Parent drop down list if applicable.

Add a client organization profile if you want this information shown to suppliers on RFPs.

Save changes when complete.

To add an organization as a child of an existing Parent Organization, select the Parent Organization first. Then select +Create Child Client. The parent organization address will be copied into the new profile.

Refer to Add New Client Contact to add a person to this organization.