Affiliate Portal - Create Customers

  • Last Created On Jul 18, 2023
  • 119
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  • Step 1. Login affiliate portal -> Go to My customers menu -> click New button 

  • Step 2. In the Customer popup, fill the requested details -> click on the Save button 
     
    • First Name: (required) customer's first name  
    • Last Name: ( required) customer's last name 
    • Email Address: (required) main email used to access the customer portal
    • Phone: contact phone number
    • Website: customer's website (optional)
    • Position: job title of the main contact ( e.g. Manager, CEO)
    • Password: ( required) password for customer account login 
    • Repeat Password: ( required) confirm password entry
    • Company: (required) customer's company name 
    • VAT Number: Company's tax identification number.
    • Phone: Company’s main phone number
    • Country: select from dropdown.
    • City: where the company is located.
    • Address: Full address of the company
    • Zip Code: Postal code
    • State: State/Province (depending on country)
    • Birthday: Birthday of the main contact person. 

==> Customers after being successfully created will also be displayed in the Customers menu in admin portal 

Views: 119

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