Third Parties Client creation

Third Parties Client creation

 

Planners

Question: How do I create a client if I am a third party planner?

Answer: In order for a third party planner to source an RFP through the Zentila platform, the clients will need to be set up first. Each client can be created under the Client tab. The Client Tab is available from the planner homepage:

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Client Details:

This is where the information about the client is created and the client type decided (company or user client). Step through each of the sections to complete the client’s information for sourcing.

NOTE: If you wish to set up iSite users (step 3) for this client, the approved email extension of the iSite user will need to be added on this step. 

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Departments:

If this client has any departments, they can be listed here and there is the ability to be able to select a specific department as a field when creating the RFP:

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iSite

By creating iSite users, you will have the option to add them to any of your meetings you are sourcing for this client. They will be able to create their own login for Zentila and view only the meetings they are assigned to along with the Bid Summary page.

NOTE: They will not be able to take any action (think of it as a read-only view). The approved email extension of the iSite user will also need to added on step 1 of the client creation so they can be verified on this step.

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Meeting Data

Here you are able to customize which cost information you would like to capture for this client for reporting and closing out meetings in Zentila

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GSO / NSO

If this client has a specific NSO/GSO, add them here and we will send them email updates about your meeting, hotel responses, etc. You do not need to add them here if they are already listed as a Company NSO/GSO otherwise they will receive duplicate email notifications.

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Venue Concessions

You can customize specific concessions based on this client. These will show as concessions automatically on any RFP created for this client. If a concession is already listed in the Company Profile, there is no need to add it here, otherwise, it will be listed twice within your RFP

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Venue Questions

Same as concessions, you can customize specific questions based on this client. These will show as questions automatically on any RFP created for this client. But if a question is already listed in the Company Profile, there is no need to add it here.

If you need any assistance in creating or modifying your Client(s), please contact our Support team:

[phone] x1

[e-mail]

chat online at zentila.com