- Click on the CRM module, or search for the desired customer record from the general search bar as below:
Once you have found the customer record, click on it to open it.
Then go down to the Contact Links as below.
- Choose the Name of the person to whom you want to create the extranet account
- Click on Create an Extranet account
Create an extranet account:
- The email will be indicated by default and a link will be sent on this email to your customer
Complete the User Group: Extranet Access - Add Company Rights: the name of the company or companies for which it intervenes
- The "Extranet" tag is automatically added
- Click Next
Your email is ready to be sent:
- You can click: Send me an email copy if you want to have a copy of the email sent
- Click Send
An extranet account is also automatically created for your customer at the time of sending an offer via the SEND button from the Sales or Contract application.