Adding a Client
- Tiffany Rapp
Login to the Dash Portal and click on Add New Customer
You will need to choose the Customer Type, this will be determined by what is in Salesforce Opportunity for "Referral Partner" - if nothing, client will be Direct - Client
Top Client is always Pathward
Add the Client information by using the information that is in their Salesforce Opportunity, and add the Client ID that you've created from FIS XNET
You will go to Step 2 in the set up and from here you will set up the Program Type that has been sold, you can add all information related to the package set ups and Client ID here. If you have a client that requires a virtual account to be set up, this is also added here. (References: Main Team Confluence Page and choose Product Type for more, Client ID & FIS Hierarchy)