Request Partner

Manage new customer data and check/search for existing customers in the system

1. On the Dashboard screen, select Request Partner
2. The Request Partner screen includes:

• Check screen: Search for customers by name or tax code. Select any customer from the list to view details
• Pending screen: A list of new customers awaiting approval. Select New to submit a request to create a new customer
• Approved screen: A list of new customers that have been approved

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Customer Leads

Manage leads data

1. On the Dashboard screen, select Leads
2. The Leads screen includes:

• A time-based data filter
• A list of leads. Select any lead to view detailed information

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