Difference between revisions of "Account Management"
From Emersion
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| − | This section contains information related to managing your customers and accounts | + | This section contains information related to managing your customers and accounts. |
| − | == | + | == Creating Accounts == |
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| + | Follow the links below for the type of account you want to create. | ||
[[Wholesaler/CreatingServiceProviders|Creating a Retail Service Provider in your Emersion Wholesale Account]] | [[Wholesaler/CreatingServiceProviders|Creating a Retail Service Provider in your Emersion Wholesale Account]] | ||
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* [[Account/PointOfSale|How to sell a product to your customers]] | * [[Account/PointOfSale|How to sell a product to your customers]] | ||
| − | * [[Services/Orders | + | * [[Services/Orders | Ordering services for your customer (subscriptions)]] |
== Troubleshooting Articles == | == Troubleshooting Articles == | ||
Revision as of 17:39, 20 August 2015
This section contains information related to managing your customers and accounts.
Contents
Creating Accounts
Follow the links below for the type of account you want to create.
Creating a Retail Service Provider in your Emersion Wholesale Account
Creating an Agent Account in your Emersion Retail Account
Creating a Customer Account in Cumulus
Grouping Accounts
Emersion provides two ways to group accounts that provide different abilities and functionality.
Use Account Profiles to apply different events to customers in each account profile
Use Account groups to control which staff can view, edit and access customers in a group.
Selling Products & Services to Customers
Emersion supports the selling of products in addition to orders for services and subscription based products.
Troubleshooting Articles
Performing a Manual Account Reconciliation
