Accounts
Complete guide to managing accounts in Task Manager including statuses, assignees, notes, and client interactions
7 documents tagués avec "accounts"
Voir tous les tagsHow do I create client accounts and activate products?
Create client accounts in Partner Center, complete their profiles, and activate, change, or cancel products for each client.
Trigger: Account added to a list
Start an automation whenever an account is added to a list in Partner Center.
Trigger: Account created
Start an automation whenever a new account is created in Partner Center.
Trigger: Account custom data updated
Start an automation whenever custom data fields on an account are changed.
Trigger: Account updated
Start an automation whenever account details change in Partner Center.
Vue d'ensemble des comptes
Guide complet pour gérer les comptes clients, les utilisateurs et les autorisations dans Partner Center - de la création de comptes à la gestion de groupes multi-établissements.