Customers
8 articles
How to Sign Quotes from the Client Hub in WIZnicheAllowing customers to review and sign quotes directly from the Client Hub simplifying the process of quote review and approval.
How to Create a New Customer in WIZnicheLearn the steps to add a new client to your database, set up their billing address, and enable them for SMS notifications.
Customer List Page in WIZnicheA guide to managing your customer database, including searching, filtering, and customizing your view.
Sending Marketing Campaigns to CustomersLearn how to send bulk emails or text messages to specific customer groups directly from WIZniche.
How to Bulk Import Customers via CSVLearn how to upload a list of customers from a spreadsheet to populate your WIZniche account instantly.
WIZniche Client Hub: How Your Customers Get AccessLearn how your customers receive their login credentials, set their passwords, and access their private portal to view quotes and invoices.
WIZniche Client Hub: What Your Customers SeeA guide to the features available to your clients inside the portal, including approving quotes, paying invoices, and viewing service plans.
WIZniche Client Hub: Request FormsLearn how to configure the "Request" forms your customers use inside the Client Hub to ensure you get the exact information you need.