Difference between revisions of "Account Management"
From Emersion
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[[Creating an Agent Account in your Emersion Retail Account]] | [[Creating an Agent Account in your Emersion Retail Account]] | ||
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| + | == Grouping Accounts == | ||
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| + | Emersion provides two ways to group accounts that provide different abilities and functionality. | ||
[[Accounts/AccountProfiles|How to use Account Profiles]] | [[Accounts/AccountProfiles|How to use Account Profiles]] | ||
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| + | Use Account Profiles to apply different events to customers in each account profile | ||
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| + | [[Account/Account_Groups Configuring Account Groups|How to use Account Groups]] | ||
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| + | Use Account groups to control which staff can view, edit and access customers in a group. | ||
== Selling your customers products == | == Selling your customers products == | ||
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[http://wiki.emersion.com.au/wiki/index.php/Category:Account/Performing_Account_Reconciliation#Performing_an_Account_Reconciliation Performing a Manual Account Reconciliation] | [http://wiki.emersion.com.au/wiki/index.php/Category:Account/Performing_Account_Reconciliation#Performing_an_Account_Reconciliation Performing a Manual Account Reconciliation] | ||
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=== See Also === | === See Also === | ||
* [[Account/AccountStatus|Account Statuses]] | * [[Account/AccountStatus|Account Statuses]] | ||
Revision as of 10:44, 22 November 2014
This section contains information related to managing your customers and accounts
Contents
Setting up Accounts
Creating a Customer Account in Cumulus
Creating a Retail Service Provider in your Emersion Wholesale Account
Creating an Agent Account in your Emersion Retail Account
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 your customers products
Emersion supports the selling of products in addition to services and subscription based products.
How to sell a product to your customers
Troubleshooting Articles
Performing a Manual Account Reconciliation
