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To create a customer's account:
| 2. | On the left Navigation pane, click Accounts under Customers. The Accounts page is displayed listing all registered customers in the database. |
| 3. | Click Add Account on the customer account to create a customer account. The Add Contact Information page is displayed. |
| 4. | Enter the following details: |
| • | Select a Profile: Select the customer profile from the drop-down list. For example, if you select "Dealer" then this customer will see dealer specific promotions and options on the catalog when he signs in. |
| • | Account Number: Enter the account number in your internal accounting system that corresponds to this customer. Leave blank if you don't have one. |
| • | Company Name: Enter the company name. |
| • | Website: Enter this customer's Web address. |
| • | Source: Enter the source name, who referred this customer. |
| • | Select Contact Status: Enter this contact's status from the drop-down list. |
| • | Under Login Information enter the following fields: |
User Id: Enter an userid for this customer.
Password: Enter the password for this userid.
Security Question: Select from the drop-down list.
Security Answer: Enter the security answer.
Select Role: Select a role to which this customer belongs.
| • | Under Billing Address enter the following fields: |
First Name
Last Name
Company Name
Phone Number
Email Address
Street1
Street2
City
State
Postal Code
Country
| • | Under Shipping Address enter the following fields: |
First Name
Last Name
Company Name
Phone Number
Email Address
Street1
Street2
City
State
Postal Code
Country
| • | Email Opt In: Select to include this customer in the mailing list. |
| • | Custom1, Custom2, Custom3: Use these fields to enter custom information for this customer. |
| • | Description: Enter a description for this customer. |
| 5. | Click Submit. The Accounts page is displayed listing the newly added customer. |
See Also:
Searching and viewing accounts
Download account information to Excel
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