Customer Profile

How to Blacklist a Customer or Block an ip address

In this video we show you how to blacklist a customer (Stop them from getting a quote) Hard blacklist vs soft blacklist Blacklist by Name, Email or IP address Tip: Blocking the name : “test”

Navigating a Customer Profile

This is an overview of the Customer Profile, in this video you will find the following How to find a Customer’s Profile :20 Changing Customer Information :50 How to view an Original Bid vs the Last Recalculation 1:07 Has a Customer opted in or out of text/email 1:42 Manually changing the status of a customer […]