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Products and Sales - Introduction
You can build and manage a catalog of products that you offer to your customers. This catalog helps support reps to find relevant product information to provide pre-sales or post-sales support. You can create and manage sales by associating products ...
Deactivate an account
Accounts and sub-accounts can be temporarily deactivated when not required. All accounts and sub-accounts are in Active state when created. You can perform any account-related action only when the account is Active. To deactivate an account: ...
Import products
SupportCenter Plus allows you to bulk import products from a CSV file. To import products: 1. Click the Products tab and then click Import Products from CSV button. 2. In the import wizard that appears, click Choose File, select the CSV file and ...
View, edit, deactivate, or delete sub-accounts
You can perform various sub-accounts related actions from the account details page of the main account. To access it, go to the Accounts tab and then click the desired account name. The Sub-Accounts section in the account details page lists all ...
Accounts - Introduction
Accounts are used to manage all customer information in a single place. The Accounts module lets you manage both transactional including business details, associated contacts, requests, tasks etc, and non-transactional information including sales, ...