Creating a new account

GFI partners can create new accounts for their customers. This is useful when a partner is registering an opportunity. The form requires them to provide the customer ID, which requires the customer to have a GFI account, which would be created by the partner. Or if the customer is requesting to purchase a product and they do not yet have a GFI account, then it should be created by the partner.

To create a new account:

1. Login to the GFI Accounts Portal.
2. Go to Manage > Customers.
3. Click Add account.

New account fields

4. Type in the account's details:

Field	Description
First name	Type the name of the main contact for the new account.
Last name	Type the surname of the user entered above.
Email	Enter the email address of the main contact for the account.
Telephone	Enter the telephone number of the main contact.
Mobile No	Type in the mobile number of the main contact
Fax	Enter a fax number where to contact the user.
Company	Enter the company's name.
Address	Type in the main address of the company.
Country	Select a country from the drop-down menu.
City	Enter the city name.
ZipCode	Enter the zip code.
Vat/Tax	Type in the tax number of the company
Website	Enter the web site of the company if available.

5. Click Create.

The partner then needs to inform the client to access https://accounts.gfi.com, use the email address as username and reset the password.