How do I invite my customers?
Once you have your customers synced to Cerve. You can see a customers list on the Wholesaler app. To invite a customer, follow these steps:
Log into the Wholesaler app
Click on Customers tab in the top bar
Hover an active customer
Click the Invite button in the right side of the row
Fill in the required information
Click Send invitation
Notice: If you cannot find the customer you’d like to invite, please make sure it’s active and contains all the required information in your ERP or Accounting platform.
Related Questions
- What do I need a Wholesaler app for?
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- Can I market Cerve on my website?
- What do I need to get started?
- What information do you need from me to get started?
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- What happens when I block a customer?
- I want to change my contact information displayed in the app.
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- My products constantly change, how do you keep up?
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