Accounts
Creating and managing customer accounts: details, statuses, subscriptions, equipment and verification.
Collections
- Account lifecycle
Activating, modifying, suspending, reactivating and cancelling service, and the workflows behind each step.
Articles
- Account Details
- Using Workflows
- Creating New Customers
- Properties: Linking Accounts to Units
- Service Cancellation Workflow
- Custom Account Fields
- Communication Types
- Customer Information and Preferences
- Modem Modification Workflow
- Service Modification Workflow
- Business Accounts Overview
- Seasonal Suspension Workflow
- Shipment Workflow
- Assign Equipment To An Account
- Using Account Webhooks For Your CRM
- Adding Equipment
- Identify the Source of a Payment
- Business accounts
- Deleting an account in gaiia
- Setting up voice plans
- Using the Activity Logs
- Reactivation Workflow
- About Account Statuses, Types and Labels
- Contract Manager - Feature Overview
- Setting up account verification
- Activation Workflow
- Return Shipment Workflow
- Suspension Workflow
- Changing Account Statuses, Types and Labels
- Sending a Custom Message
- Viewing Account's subscriptions
- How to Add a One-time Transaction to a Customer Account
- Properties Overview
- Verifying a customer's identity