Your customers
Every customer you look after, in one list. From each row, open their portal, run their email for them, change how they work with you, or give them credits from your pool.
Every customer you look after is in one list. From each row you can open their portal, run their email for them, or give them credits.
Find a customer
Open Customers.
Each row is a customer: their company, how they work with you, and whether they're on a trial or active.
Active customers show first. Customers you've archived are kept under Archived.
Type is how they work with you, managed or self-serve. You can change it right in the list.
On a customer's row
Press Open portal to see their portal as they see it, or Manage to step into their workspace and run it for them.
Press the three dots for the rest.
Choose Assign credits to give them credits from your pool, or Edit details to update their details.
Where to next
- Run a managed customer's email: Run a customer's email for them.
- See how each one is doing: Reports, customer by customer.
- Bring in another: Add a customer.