Setting Up Customer References (Super Admins)

Topic:

Setting Up Customer References (Super Admins)

Learn how to create and set the customer references your users can select from for their customers.

Review the video together with the steps outlined below, then use the button provided to continue to the next topic.

  1. Under the admin tab, select ‘Customer’. Here you can view any existing Customer References set for your customers and create new ones.
  2. To add a new Customer Reference, select ‘Add Reference Type’.
  3. Give your reference a name – this will be visible within the customer references area within the customer once created, so make sure it’s something your team can identify.
  4. Click Save
  5. That’s it, that’s now available to use for your team.
  6. You can also use this area to edit or delete any references you’ve set up.