Adding a new Entity

Before you can add an Entity correctly please ensure you have set up the following:

• Integrate your CRM Account to your Renewal Manager Account or manually add Clients via the Clients tab.

With the above steps completed you will be able to set up an automated entity.

Integrated means that we can link with some accountancy packages to automate those invoices, instead of having to duplicate the data in here.

With the above steps completed you will be able to set up an automated entity.

Integrated means that we can link with some accountancy packages to automate those invoices, instead of having to duplicate the data in here.