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  1. PhoneX
  2. PhoneX Storefront
  3. Customers

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
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