Customer Setup

Customer profiles can be created for your clients. You can link Plans, RFPs, and Activities to your Customers. Multiple Plans can be tied to a single Customer which is great for clients with multiple Plans.

Creating a Customer

1. Hover over the Companies dropdown in the navigation menu at the top of the screen, then click Customers.
2. On the Customer List page click the Add Customer button.
3. On the Customer screen enter the contact information for your client in the Customer Info section.
4. Click the Save Changes to save your new Customer.

Once your Customer is created you can Link Plans and RFPs to your Customer. You can also create new Activities.