Review the video together with the steps outlined below, then use the button provided to continue to the next topic.
This video will give you an overview of our customer portal so you can share the benefits with your customers. In this video we will cover:
Home Page
Overview of customer’s meters and any news you’ve uploaded to the portal
Dashboard
A Snapshot overview of the portfolio
Pricing
A view of tenders historical, current and future pricing
Tasks
An area to view open tasks and for customers to generate enquiries and portfolio changes
Meters
Details of the customer’s meters with the functionality to submit COTs and Meter readings to you
Invoices
An area to view historic and current invoices, downloadable
News
Upload portal reports globally or for individual customers to view in the portal, from within your CRM