Customers Page

A page that shows both agent customers and portfolio customers. It has 2 tabs:

• Normal: a combined list of customers that the agent signed up, and customers that are installed in the agent’s territory.

• Upgradable: a list of customers who are eligible for upgrades.

  • Note: The agent can only see the customers that he signed up.

An agent can:

• Search for a customer using the customer name(s)

• Sort by customer name in alphabetical order

• refresh the page by dragging down

Open