How do I add a customer to the portal?
Adding a Customer to the Portal
Step 1: Add a Customer
Click the Add Customer Icon in your Navigation Bar
.png)
Step 2: Enter customer information.
Enter your customer's basic information:
- Enter First Name
- Enter Last Name
-
Enter Phone Number
- Be sure to use the customer's full Legal Name!
- Enter Email Address
- Enter Installation Address
.png)
Step 3: Click Next
Your customer will now be saved in the portal.
.png)
If you are ready to complete a credit check for the applicant, click to email or do an "In-Person Credit Application."
You may also Click Save Only, if you need more time before qualifying your customer.