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Go to Customer Portal
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Account Setup
Introduction
Account settings
User Management
Domains
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Currencies and Languages
Taxes
Shipping
Tracking pages
MicroStores
Introduction
Setting up
Add and organize products
Open and close date
Add password
Personalization
Fundraising & fees
Shipping rates
Admin portal
Assigning divisions
Catalog
Introduction
Products
Supplier Products
Packages
Product Options & Attributes
Collections
Contacts & Accounts
Introduction
Customer accounts
Customer contacts
Orders
Introduction
Order management
Storefronts
Embellish
Introduction
Embellishing products
3D Visualization
Introduction
Upload 3D products
Visualize 2D sketch in a 3D render
Configure the Design Studio
Configure color settings
Configure light settings
Share and export
Content & Theme
Introduction
Content Builder
Create a theme
Add content
Discounts & Upcharges
Discounts and coupons
Fundraising and fees
Reporting
Integrations
Introduction
GraphQL Basics
GraphQL Features
Back to home
Knowledge base
Contacts & Accounts
Account Setup
Introduction
Account settings
User Management
Domains
Email
Payments
Currencies and Languages
Taxes
Shipping
Tracking pages
MicroStores
Introduction
Setting up
Add and organize products
Open and close date
Add password
Personalization
Fundraising & fees
Shipping rates
Admin portal
Assigning divisions
Catalog
Introduction
Products
Supplier Products
Packages
Product Options & Attributes
Collections
Contacts & Accounts
Introduction
Customer accounts
Customer contacts
Orders
Introduction
Order management
Storefronts
Embellish
Introduction
Embellishing products
3D Visualization
Introduction
Upload 3D products
Visualize 2D sketch in a 3D render
Configure the Design Studio
Configure color settings
Configure light settings
Share and export
Content & Theme
Introduction
Content Builder
Create a theme
Add content
Discounts & Upcharges
Discounts and coupons
Fundraising and fees
Reporting
Integrations
Introduction
GraphQL Basics
GraphQL Features
Contacts & Accounts
Create separate accounts for your customers and assign your sales representative to each of them. Track and discover your most profitable customers.
Introduction
Introduction to customer contacts and accounts
Customer accounts
How to create a customer account
Customer contacts
How to add customer contacts
