Customer management

If you have the necessary permissions, you can add new customers by following these steps:

1. Log into partners.one.
2. Click the blue "Add new" button located at the top right.
3. Select "New customer" from the dropdown menu.

   

4. Fill in the fields and assign users the appropriate permissions.
5. Select either "Create without products" or "Continue to products" to create a new customer.

If you don't want to order any products just yet, you can always add these later by clicking the blue "Add product" button within the customer overview.

Don't have the necessary permissions to create a customer? You may need to ask an admin to grant you the required permissions or contact us at support@partners.one.

Editing customer details

You can edit customer details and user permissions at any time by clicking the three dots in the overview and selecting "Edit customer info."

Deleting customers

The option to delete existing customers is not available yet. If you need to delete a specific customer, please contact us at support@partners.one.

Adding leads

Potential customers can be added as leads.

1. Log into partners.one.
2. Click the blue "Add new" button button located at the top right.
3. Select "New lead" from the dropdown menu.

   

4. Fill in the fields and assign existing users the appropriate permissions.
5. Select either "Create without products" or "Continue to products" to create a new lead.

Leads can be converted into customers later by clicking the blue "Convert to customer" button within the customer overview.