Create customer account

Introduction

Creating a new customer account is a simple process in itself, but it's also good to know the details on how to proceed to achieve the desired result. On the customer account overview, there is a button to create a new customer account.

If you do not see a Create New (+) button, it means that the user you are logged in as does not have the rights to create new customer accounts. Contact the portal administrator at your company for more information about permissions.

There are mainly two ways to create a new account:

• Create account via Quick button: If you frequently create customer accounts with the same type of workflows and systems, it is recommended to work with templates to quickly and easily set up a new customer.

• Create account via Guide: This option is also quick and easy, but here you have the opportunity to choose the system and workflow.

Create via Quick button

In the dialog for creating a customer account, there are quick buttons. Which quick buttons are available may depend partly on what the system makes available, but also on what you can influence and customize if desired.

You can read more about how to work with your own templates in Working with Templates.

Create via Guide

It's important to fill in good information in the Basic Information section so you can always identify the customer in the future. In the Sales Flow section below, you select from which systems and what should be read (imported) and then choose which system the information should be sent to (exported). A miniature flowchart is interactively displayed as you make your selections to clearly illustrate how the customer account will be set up.