Customer Management
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      How to update information for multiple customers.

      CUSTOMER INFORMATION FOR A SPECIFIC FIELD CAN BE UPDATED FOR MULTPLE CUSTOMERS AT ONCE USING A SPREADSHEET

       
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      UPDATE CUSTOMER DATA MENU

      ▪ Choose to update manually (existing functionality)
      ▪ Choose to update via spreadsheet

       
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      UPDATE VIA SPREADSHEET:

      ▪ Select field to update

       
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      INSTRUCTIONS FOR SPREADSHEET:

      ▪ Allows affiliate to upload a spreadsheet in a specific format
      ▪ Details of format and other guidelines are highlighted

       

      NEW FUNCTIONALITY ALLOWS FOR MORE EFFICIENT UPDATING OF CUSTOMER INFORMATION