Current and Prospective Customers

Current and Prospective Customers

This feature allows you to manage your active customer base and browse official facility records for your state, and promote them to active customers. This outlines the steps to Create Customers and Promote new customers in Canix from the Web Application.

Create Customers

From the Web Application:

  • Select Sales > Customers > Current. This will allow you to view, update or deactivate all Current Customers.
  • Select +Create Customer

  • Create a New Customer by searching for the facility at the top or entering all required fields: Company Name, Contact Name, and Phone Number.
  • Select Create.

*You have successfully Created a Customer in Canix!*
  • To view Active Customers SelectSales > Customers > Current

___________________________________________________________________________________________

Edit Customers

From the Web Application:

  • Select Sales > Customers > Current
  • Edit Current Customers by selecting the Customer Name, making any needed updates, then selecting Update

* You have successfully Updated a Customer in Canix!*

___________________________________________________________________________________________

Promote Customers

This feature allows you to browse official facility records for your state, and promote them to active customers.

From the Web Application:

  • Select Sales > Customers > Prospective
There are several ways to search for a prospective customer:
  • Narrow it down by Facility Type - This can be done by selecting the drop menu in the upper right to change the Facility Type.
  • Search by Company Name, License Number, Contact Name, City, County, or License Expiration Date by simply typing into the search box at the top of each column.
  • Once you have found a Prospective Customer that you would like to add as a customer, Select the Company Name and then Select Promote.
  • To Create the Customer, ensure all information is correct and Select Create.
*You have successfully Promoted a Prospective Customer to a Customer in Canix!*
  • To view Active Customers SelectSales > Customers > Current


How did we do?


Powered by HelpDocs (opens in a new tab)