Difference between revisions of "Account Management"
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== Setting up Accounts == | == Setting up Accounts == | ||
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[[Wholesaler/CreatingServiceProviders|Creating a Retail Service Provider in your Emersion Wholesale Account]] | [[Wholesaler/CreatingServiceProviders|Creating a Retail Service Provider in your Emersion Wholesale Account]] | ||
[[Creating an Agent Account in your Emersion Retail Account]] | [[Creating an Agent Account in your Emersion Retail Account]] | ||
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| + | [[Account/AccountCreation|Creating a Customer Account in Cumulus]] | ||
== Grouping Accounts == | == Grouping Accounts == | ||
Revision as of 10:32, 21 May 2015
This section contains information related to managing your customers and accounts
Contents
Setting up Accounts
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
