Associate Support (CRM)
Topics include managing Associate accounts, orders, and settings.
Associates Overview
Associate Setup
- Adding Associate Statuses
- Testing Associate Statuses
- Changing the Minimum Enrollment Age
- Allowing Duplicate Associate Email Addresses
- Setting Associate Search Tools
- Associate Search Indexing
Managing Associates
- Finding Associates
- Adding Associates
- Editing Associates
- Deleting Associates
- Using the Associate Service Log
- Changing Associate Statuses
Managing Orders
- Using Offline Payments
- Creating Orders for Associates in the Corporate Shop
- Testing the Order Flow
- Adjusting Shipping and Tax on Orders
- Searching by Order Number
- Viewing an Associate’s Order Detail