Clients

Owned by Jyotsana Gupta (Deactivated)
Last updated: Aug 28, 2017 by Former user (Deleted)
1 min read

  • Customer Management - This section lists all the details of the clients - their complete profile summary,  credit/debit balance, support pin, sub contacts, products and services, domains purchased, invoices and receipts details, log details, verification details, partnership details and services that are due for renewal. Admin can manage clients with different functionalities like Add new client, Edit or Delete client information, Export client data, etc. 


  • Partner  Management - This section lists different partners - +1 partner (Discount based partner), advisory (Commission based partner), affiliate and their information, including their request status. Admin can view complete information of all partners and manage different functions like commissions, commission releases, client special discounts etc.

Overview of the Clients section

Home >> Clients 

To access the Clients section from the Automation Platform's Dashboard:

Here is the screenshot of Clients section: