Network Companies
Network Companies
Embedded Files
To access the NETWORK COMPANIES screen: Go to the NETWORK menu → COMPANIES
Network Companies Summary:
The NETWORK COMPANIES screen is where you view all Network Companies in Seedtrakr
You can also easily add new customers from a Network Company, with the required fields automatically pre-populated.
Add New Customer From Network Company
Add New Customer From Network Company
On the Network Companies screen, click on the name of the company you would like to add to your customer list.
Click Send Partner Request button
A dialog box will appear with the option to select from a list of companies or you can select the Add Customer button on the top left.
You can also select from you customer list in the drop down box "Select Customer".
Click Save to send partner request.
All pink areas must be entered.
When you open the add/edit dialog, you can fill in the information for the new customer you would ike to add.
Click Save to apply your changes.
Send a Partner Request to an Existing Customer
Send a Partner Request to an Existing Customer
If you would like to send a Partner Request to a customer from your Customer list you must navigate to the Customers detail page by selecting Customers under the Sales tab.
Click View Customer Details under the Actions column for the company you want to send the Partner request to. Select the More Actions button and then Send Partner Request.
Once your request has been accepted the customer will appear in your Network Companies list with a Network icon next to their name.
The Network icon will also appear next to the customers name on the Customers page.
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