How to Create Sites for customers and what is the use of it?

Updated on May 11, 2020 04:51AM by Admin

  • Login and access the Customers app from the Universal Menu.
  • Click on the More(...) icon and select the Settings.
Customers
  • In the Settings section, click on the Customers and select the Scope.
Settings
  • You can view the Site Tracking Toggle.
  • Enable the toggle to view the Site section on the Customer overview page.
Scope
  • Now, select the customer that needs to add the site information.
Show All
  • Scroll down to view the site section.
  • Click on the create button.
Sites
  • Add the Information about the customer’s sites in the Create Side page.
Create Sites
  • Add the Address information of the customer and click on the Create button.
Additional Information
  • The site will get created and added to the Site section.
Sites Created

Related Links

Create Customer Territories