How do I add multiple contacts? If you have multiple contacts in a spreadsheet or a CSV file, you’ll want to use the import function. First, navigate to the customer list landing page and click on “Import”. You should see the import screen. Click “Chose File” to open up […]
Set Up Your Personal Profile-Buyer Tutorial Video
Set Up Your Personal Profile Video Learn how to set up your personal profile to increase credibility and engagement.
Set Up Your Company Profile-Buyer Video Tutorial
Set Up Your Company Profile-Buyer Video Tutorial Set up your company profile as a buyer. This validates you as a certified buyer and helps Brands get an accurate gauge of your buying needs.
Invite Coworkers Buyer-Tutorial Video
Invite Coworkers-Buyer Tutorial Video As a spa or retail entity, empower your team to help you with the communication and buying process.
Connect With Brands – Buyer Tutorial Video
Connect With Brands-Buyer Tutorial Learn how to connect with brands as a buyer.
How do I customize my company profile?
How do I customize my company profile? Click on the “My Account” menu on the right hand side, and select “Company Profile” in the dropdown. Alternatively, you can click on “Profile” on the top menu bar and click on “Company Profile”. Here, you’ll see your profile page. It’s pretty empty for now […]
Can I restrict access privileges to my co-workers?
Can I restrict access privileges to my co-workers? Click on the “My Account” menu on the right hand side, and select “Settings” in the dropdown. Then click on “Manage Users”. You should see yourself and your coworkers, if any of them have joined the digital community. In this example, you […]
My customer submitted an order / created an opportunity. I don’t have an item in stock. How do I change quantities or remove the item?
My customer submitted an order / created an opportunity. I don’t have an item in stock. How do I change quantities or remove the item? Click into Orders > Orders or Opportunities. Select the opportunity or order number. Scroll to a product and click on the “Actions” button. Click on […]
My customer submitted an order. I don’t want to go through with it. How do I revert the order?
Click into the “Orders” tab. Select the order number. Scroll to the bottom and click “Revert Order”.
My customer submitted an order / created an opportunity. How do I send them a note?
My customer submitted an order / created an opportunity. How do I send them a note? Click into Orders > Orders or Opportunities. Select the opportunity or order number. Scroll down to the bottom and click “Edit Seller Note”. Enter in your note and click “Save”.