Create customer

As a Sales Rep, you have the ability to create new customers. To do so, follow the procedure below:

  1. Sign-in.

    Sign-in link

    Complete sign-in form

  2. Click the newly-displayed Sales link. Note: You must have Sales Rep privileges to view this link. Contact the Publisher's Sales Manager if the link is not present.

    Sales link

  3. Click the New Customer link on the Sales Team dashboard.

    New customer link

  4. Complete the new customer form, then click Submit.

    New customer form

    Completed new customer form

    Note: When the Skip Confirmation checkbox is checked, the new customer is not sent a confirmation email; their account is automatically activated.

  5. If the customer was successfully created, you will see a confirmation message. If not, you will see an error message indicating which fields were not appropriately completed.

    Confirmation: Customer was successfully created