Bring in your first client

BeginnerLabAccountsPartner CenterGet set up · Step 6 of 8

Estimated time · about 20 minutes|Required · Partner Center admin access, A real local business to bring in, or one you invent for practice

Outcomes

✓Create a client account with the fields that matter filled in

✓Activate a product on the account and know what it costs you

✓Create the client's user and send the onboarding email at the right moment

✓Say what your client sees the first time they log in

Create your first client account

Everything you have set up so far serves your own business. A client enters the platform through one record: the account. Their products, their users, and their billing all live on it, and their Business App is the account seen from their side.

An account is not the same thing as a CRM contact. The contact is someone you are talking to; the account is a business you are serving. The platform keeps them linked, and creating an account creates its CRM company for you.

Bringing a client in takes three moves, in order:

1. Create the account, under Accounts in Partner Center.
2. Activate a product on it, from the Products card using Create order.
3. Create their user, from the Users card, with the onboarding email that opens their Business App.

Labcreate your first account

Go to Accounts → Manage Accounts, then select Create account.

1. 1.Search for the business by name. The search fills in details from public directories. If it does not appear, select Go to Create account and enter it yourself.
2. 2.Fill the required fields: Business name, Primary category, Country/region, and Business phone number. The category drives reporting, so pick the closest real match.
3. 3.Expand Administration and add yourself under Salespeople, so the account has an owner from day one.
4. 4.Review Included products & services. Free starter products come pre-selected, and anything selected here activates the moment the account exists.
5. 5.Select Create account.

The account opens on its Overview: business details up top, and cards for Reports, Products, Orders, Users, and Projects below.

The Overview is the account's home page, and the cards on it are the same ones you will work from in the next two labs. For imports and every field in depth, this guide covers creating accounts.

Activate a product on the account

A brand new account is an empty container. Products are what fill it: each one you activate becomes a working dashboard inside the client's Business App. The Products card says it plainly while it is still empty: activate a product to give users on this account access to it.

What activation costs

Activating a product charges you its wholesale cost from that moment. What the client pays is the retail price you set in the Marketplace, the same pricing you configured earlier in this path. Activate what the client is paying for, or what you are deliberately funding as a trial.

Labactivate a product on the account

Go to the account's Overview, and find the Products card.

1. 1.Select Create order on the Products card.
2. 2.Choose the product to activate, and its edition where the product has them. The edition decides which features the client gets.
3. 3.Review the wholesale cost shown before you confirm, then complete the order.

The product appears on the Products card, and the order shows under Orders.

Editions matter more than they look: a client on the wrong edition is either missing features they paid for or paying for features they do not use. Match the edition to what the client actually needs now. This guide covers activating and managing products.

Create the client's user

A user is a person who can log in to the account's Business App: the owner, their office manager, anyone at the business who will work the tools you just activated. Products belong to the account; users are the people who use them. Until a user exists, everything you have set up is running with nobody from the business in it.

Order matters here, and the platform tells you why: a user with no active products logs in to an empty Business App. Activate first, create the user second, and their first login lands on working tools instead of a blank page.

Labcreate the client's user

Go to the account's Overview, and select Add users on the Users card.

1. 1.Select Create user at the bottom of the panel. The search above it is for attaching a user who already exists.
2. 2.Enter their Email, first name, and last name.
3. 3.Leave Send Onboarding Email checked, and select Preview to read exactly what they will receive.
4. 4.Add a Custom introductory message if you want a personal line inside that email.
5. 5.Select Create user.

The user appears on the Users card, and the onboarding email is on its way with a link to set their password.

That email is your setup work paying off: it sends from the domain you connected, carries the brand you uploaded, and links to a Business App wearing your name. If the moment is not right yet, clear the checkbox and the platform holds off; when you are ready, the ⋮ menu on the user's row sends it, and this guide covers what the email contains.

What they see when they log in

Your client lands in their own Business App: your brand on the workspace, their business inside it. The pages you chose to show them are the navigation, and every product you activated is a working dashboard. Nothing about your wholesale costs, your margins, or your other clients is anywhere in sight.

Try it now

Open the account's Overview and select Open in → Business App. You are now looking at exactly what your client will see on their first login. Check it the way they would: the name, the logo, the products, the pages.

From here the relationship runs on rails you already know: their conversations and leads land in their Business App with full visibility for you, and the account's Overview stays your one place to manage what they have.

Knowledge Check

Three quick questions on the account record, activation order, and what the client sees.

Congratulations, you completed this step!

Get set up · Step 6 of 8

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