To get started, navigate to the account page with the account designation you selected when onboarding (ie Retailer, Customer, etc.).
Single Entry
Click the
Fill out the sidebar that opens, and click Save at the bottom.
Bulk Import
Locate thebutton on the right side of the screen in the CSV box.
Fill out the CSV file per the columns available.
Go back to the account page, and click on button and select your local CSV file.
Assign A Sales Rep
Click to expand
Go to the Users screen.On the user row that you want to assign the account to, click the 'Edit Customer Access' button.From the popup, you will be able to see your customer records on the left side that you can than move to the right side to assign with the Add button.Once completed, click .