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3.4. Manage My Customers

Created by Oasis Raising, Modified on Thu, 16 May, 2024 at 3:03 PM by Oasis Raising

3.4. Distributor: Manage My Customers

This guide provides step-by-step instructions on how to manage customers (installation shops) as a Distributor. It explains how to access the list of customers, view their details and activities, toggle their visibility on the STEK installers map, and assign them a specific STEK Authorized Shop category.

1

Click "My Customers" to see the list of all your customers (installation shops).

Step 1
2

Click "See more" to open the details of the customer (installation shop).

Step 2
3

This page displays all activities associated with this customer (installation shop).

Step 3
4

On the My Customers page, you can set whether to display the customer (installation shop) on the STEK installers map by toggling it on or off.

Step 4
5

Click on the dropdown list to set the STEK Authorized Shop category for the customer (installation shop).

Step 5
6

Choose the appropriate STEK Authorized Shop category from the dropdown list.

Step 6
7

Review your customers.

Step 7

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