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Client Manager

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Created by Camille Marshall, last modified on Apr 04, 2019

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This page contains sections for each Ubersmith Client Manager section.

Client Dashboard

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Client Profile

Adding Contacts

Cancelling Client Accounts

Client, Contact, and Leads Permission Details

Managing Clients

Managing Contacts

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Services

Adding Price Scheduling and Prorating Services

Adding Services

Managing Services

Using Post Renew Services

Viewing OnApp Usage

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Billing and Invoicing

Assessing Late Fees

Managing Invoices

Processing Credit Card Charges with Strong Customer Authentication (SCA)

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Account Management

Adding, Transferring or Registering Domain Names

Emailing Clients

Ordering SSL Certificates

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Comments

Adding Client Comments

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Reports

Using the Client Ledger Report

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Devices and IPs

Viewing Client Devices

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Sales

Viewing Sales Opportunities

Viewing Sales Quotes

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customer