Creating Different Company Types

Creating Different Company Types

Creating a small business (other bodies etc)

From the home page oh Halo click “Accounts” highlighted below in RED.

From the page that loads, press the “+” symbol so create a new account, the sections 
below this will then no longer be greyed out.

Once all sections are ungreyed out, fill in all areas highlighted RED.
Once filled in, press CTRL+S to save the page, take the account number highlighted in GREEN
and you can open a comm as normal.

    • Related Articles

    • Agent Quick Fix Guides

      Please see below guides for common issues agents can resolve on their own. A Postpaid Billing Profile Already Exists Adding a Sim Product Via Siebel Billing Profile Incorrect Format Creating a Fraud SR Creating Different Company Types Credit Vet ...
    • Match Company Siebel

      First, start by clicking the customer NAME. Next, remove the company REG number. Then click “Match Company” On the pop up that shows, select the correct company and press “OK” It will pop an error after this saying “a company with the same ...
    • Creating a Fraud SR

      From the account Overview page, click the 3 dots on the white bar and click “Service Request” then “Create new SR”, both highlighted RED. From there, scroll to find “Type” and set it to “Corporate Security” Scroll back up the page until you see ...
    • LTD Watch Guide Master

      To have a watch built for LTD Company you need to first go to the Vodafone website and build the desired watch, set to a 24 month loan then press continue, from there press choose plan on the connectivity. this will be your total monthly price exc. ...