Customers

Customers Overview

The video in this article provides an introduction to your “Customers” in CIMcloud. CIMcloud Customers consist of accounts and contacts. ...
Create Contacts

The following is a step-by-step process for creating Contacts within the CIMcloud platform: Select the CRM Workspace icon from the...
Manage Contacts

The following is a step-by-step process for managing Contacts within the CIMcloud platform: Use the Contacts task from the Customers...
Account Detail Overview in CRM Workspace

The Account Detail area of the CRM workspace allows workers to see rolled up customer data in one place. This...
New Account and Contact Creation

This article provides an overview of the options for allowing visitors to create new accounts and new contacts for existing...
Manage Accounts

The following are instructions for managing Accounts within the CIMcloud platform: Create a new account on the platform using the...
Account Credit Limits

Overview: Setting an account credit limit on an account allows the restriction of the account to have a set limit on...
Impersonating a Login

Overview The CIMcloud platform includes the ability for workers to “Impersonate” customer logins. When in impersonation mode, a worker sees...
Customers Term & Features

Overview This article provides an overview of the Customers section of the CRM Workspace. In this article, we provide an...
Learning CIMcloud: Types of Users

Topic: CIMcloud 2.0 user classifications defined CIMcloud platform users are divided into two major categories: Contacts Workers Contacts are users...
Testing Contacts & Workers Logins

Step-by-Step Process: For Contacts (Option 1) Enter URL https://<sitename>.mycimcloud.com/ Login using your Worker credentials Navigate to CRM workspace > Customers...
House Contacts

Overview A “House Contact” is an automatically generated contact for each account in your CIMcloud Worker Portal. For a refresher...