You can update customer and deal information at any time. This includes changing email addresses and package selection.
- Navigate to Customer Management and click a customer to open information about the customer.
The customer's information opens in a new page.
- For Customer Information, click Edit, update information as necessary and then click Update.
- For Deal Information, click Edit, update information as necessary and then click Update.
For more information about packages, see our MSSP Partners page. Scroll down to the "Umbrella for MSSPs Offerings" section.
- Click the Customer Name header at the top of the page to return to the Customer Management page and the list of customers.
Note: Do not click your browser's Back button to return to the Customer Management page.
Updated 4 months ago