1.0 - Introduction
Creating clients and prospects in HighGround couldn't be simpler! But first, here are our definitions for both:
2.0 - Definitions
Client: a company you are actively providing services to.
Prospect: a company you are actively going through a sales process with and are using HighGround as part of that sales process.
3.0 - How to create clients & prospects
There are 2 ways you can create clients and prospects in HighGround:
3.1 - Manually
To create a client or a prospect manually, follow these simple steps:
Go to the client tab listed at the top of the screen.
Click "add client" on the right hand side of the page.
Now you should see the create client page like this:
There are many configuration options available to you when creating a company in HighGround:
Logo: upload a copy of your clients logo (this is optional and can be added later)
Company Name: your client or prospects name (note: your client may see this so be careful not to use abbreviations)
Location: select from the pre-defined dropdown list. Your selection here will pre-set the Currency, Timezone and Localisation fields
Currency: this will be used on the technology spend dashboard. This is derived from the Location and cannot be changed after account creation. If you make a mistake, you will need to delete and recreate the company.
Timezone: this will be used for displaying relevant dates/times such as next integration runtime, scheduled tasks etc. This is derived from the Location, however it can be changed both during and after account creation.
Localisation: this is used to control syntax and formatting of dates, times, currency etc. This is derived from the Location and cannot be changed.
Select the License, which also controls the company type so that you do not inadvertently create a company with the incorrect license type. Available license types are as follows:
Prospect License: this is the only license type available for prospects, and will create the company with company type = prospect.
Standard License: this is the default license type for clients, and will create the company with company type = client. If in doubt, create clients with this license and change it afterwards.
Premium License: this license is required for clients where they will actively participate in their cyber security management via HighGround. The most significant of these features is the ability for clients to have a login to HighGround.
Click 'Create' in the top right. Note: it can take up to 30 seconds for the company to be created, at which point you will be automatically redirected to their dashboard.
Note: for further information on licensing, click here.
3.2 - Automatically
HighGround supports over 40 integrations with the most common MSP tools, including PSAs, RMMs, Microsoft Lighthouse and many more.
When integrating any of these tools, you can:
Create new clients (but not prospects)
Map companies in your integration to existing clients and prospects in HighGround
When integrating PSAs, the above options are available, plus these additional configuration options:
Map company types in your PSA to company types in HighGround (Clients, Prospects, Suppliers & Manufacturers). This means Prospects can be created from your PSA integration.
Configure whether new companies are automatically created or must be imported manually