Account Management
From Emersion
Revision as of 11:18, 22 November 2014 by Scarpenter (talk)
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 Products & Services to Customers
Emersion supports the selling of products in addition to orders for services and subscription based products.
How to sell a product to your customers Placing orders for a customer
Troubleshooting Articles
Performing a Manual Account Reconciliation
