Customers
- What is the Invite Prospect Module?
- Search by Email: Searching Customers and Prospects by Email Address
- Using the "Checkout Without Docs" System Tag for Customers
- Searching for Customers using "Include Dormant Accounts"
- How do I convert a Prospect to a Customer?
- How do my customers create an account?
- How to Add New Customers in Bulk with a Spreadsheet Upload
- How to Add New Customers Individually
- How to Fill Out the Customer Details Page
- How to Add New Users Individually
- How to Add New Users in Bulk with a Spreadsheet Upload