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Inviting customers to a store

Last updated 26/03/2021

 

Overview

The B2B Online Store dashboard is used to invite contacts from the Cin7 CRM module to create an account for that store after it has been set up.

How to invite customers to start accounts

  1. Select Invite New Customers.
  2. Select customers from the dropdown list or enter a name to select a specific customer.
  3. Click Invite.
  • An email is automatically sent to customers, with instructions for creating an account.

Viewing accounts in the B2B Online Store dashboard

After initial customers are invited, accounts can be viewed in the dashboard showing Current Customers, Pending Customers, and Deactivated customers.

  • Additional customers can be invited by selecting Invite Customers.
  • Current customers can be deactivated by selecting the box under “More”.
  • Deactivated customers can be reactivated by selecting the box under “More”.