Easily invite new customers to the platform to view all of your clients within your organization's digital enablement platform.
Primary Audience: All Internal Users
Easily invite new customers to the platform to begin corresponding with them digitally on your organization's digital enablement platform. Customers will be able to access their account via the mobile app or website.
To invite a new customer to the platform, follow the steps below:
- Navigate to the "Clients" tab of the Team Hub
- Click "Add Client" in the top right corner
- Enter the required client information on the New Client page
- Note - Cell phone number or email address are required
- If applicable, enter the "Account ID"
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This is the Client’s ID in your ERP. This is necessary so your customers can see all account information when they login.
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Have clients with multiple IDs? No problem. You can add as many as needed. You can add multiple IDs if that client has multiple accounts or businesses.
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- Send Invite via text or email
A detailed step by step video walkthrough can be found here.
If you have any questions related to this article or anything else, please reach out to our Partner Enablement Team at help@agvend.com or at 512-812-9399.