Managing customers in NaviStack is crucial for Service Providers (MSPs) to foster and sustain fruitful customer relationships. Here's a refined guide on how to efficiently handle your customers within the platform.
Access NaviStack
Make sure you've subscribed to NaviStack Customer Manager and have added your customers before proceeding.
Next, navigate to NaviStack > Manage Stack from the side navigation.
Now that you have access, let's delve into managing your customers within your stack.
How to manage customer products
Identify which customers have been allocated specific vendor products through the following methods.
Adding products to your stack
- If you've selected a current partner, search for and select the customer(s) by checking the respective boxes.
- Once complete, click Save.
Viewing product details
- From NaviStack > Category View.
- Hover over the vendor icon in your stack and click Product Details.
- In Manage Customers details, check the box next to each customer's name. Ensure accuracy before closing the dialog window.
Viewing customers
- From NaviStack > List View.
- Locate and hover over the PI/CP count in the appropriate column.
- Check the box next to each customer's name. Ensure accuracy before closing the dialog window.
How to view customer product details
(PI / CP = Product Install / Customers on Profile)
- In Category View, hover over a vendor icon to view the PI/CP count, indicating the number of customers the product was installed for versus those added to your profile.
- In List View, click on the PI/CP count to see the customers for a particular product.
By following these steps, you can effectively manage your customers in NaviStack, ensuring clarity and precision in your customer relationships.