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How to create a customer

How to create a customer

  • Click on ‘Add customer’ icon

  • Type in the customer primary phone number. Primary phone number

    • is mandatory.

    • should be unique, because if you use an existing phone number, Pulse Web will take you to the customer account page.

  • Alternative contact is not mandatory

  • If everything needed is filled, click on ‘Next’ button

  • Note that if you click on ‘Cancel’ button, it will cancel discard everything you have filled.

  • Fill the personal details

    • Name: it should not end with a space

    • Date of Birth

    • Gender

  • Fill the documents details:

    • ID type

    • ID Number based on the allowed ID validation in the NGU

  • Choose the preferred language, this language will be used in further communication to the customer

    • Notifications will be sent in this language

  • Click on ‘Next’ button

  • Choose the customer’s home address

  • Fill in other required details:

    • Customer’s Main source of income

    • Customer’s current energy source

  • Choose a referrer (if there is any)

    • this is optional

    • if no referrer was involved, disable ‘Referrer involved’

  • Click on ‘Next’ button

  • Verify that everything is okay

    • If ok, click on ‘Submit’ button

    • if you want to change anything, click on ‘Back’ button to go back to the page you want to edit

    • if you want to cancel the flow, click on ‘Cancel’ button

After submission, you should get the success pop-up message.

 

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