Owners, Administrators and Sales Managers have access to Customer Lists under their Jellyfish Menu. Customer Lists are shown as "Sites" for Representatives.
Customers can be added two ways:
1. The first method would be that either an Owner, Administrator or Sales Manager adds the customer to the distribution center. See "How to Add New Customers" for more details.
2. The second method is on the retail account side when the retail account finds the new Supplier or Distributor using the "Regional Search" field when placing a new order. Once the order is submitted, the Supplier Account will receive a "New Customer Lead". See "New Customer Leads" to learn more about this process.