Creating a New Enrolled Customer Account
Procedure
-
Click the
Support
tab to open the CSR tool.
-
Click Add New Customer in the upper right
of the page.
-
Select the
Add a New Enrolled Member option.
This opens the
New Enrolled Information dialog.
-
Enter information about the new enrolled customer.
Note: Email Opt-in and Opt-out applies to promotional emails and not
targeted offers.
-
Click
Create.
You can add or edit many details of the enrolled customer’s
account on the Customer Details page.
Copyright © Cloud Software Group, Inc. All rights reserved.