Use the Customers screen (
) to view general information about your customers and create new customers.The following table outlines the tasks available on the Customers screen.
Task
|
Description
|
Filter the customer list
|
Use the search options above the table to locate specific partner companies
based on criteria.
|
Create a customer
|
Click Create Customer to add a new customer to the
list.
For more information, see Creating a customer account.
|
Import customers
|
Click Import Customers to add multiple new customers
by uploading a CSV file.
For more information, see Importing customer accounts from a
list.
|
Manage individual customer settings
|
Click a Company name in the list to manage
individual customer service plans, accounts, and profile.
For more information, see Managing individual customers.
|