Overview
User guide for Overview in the Numezis company portal.
Customer accounts group contracts, portfolios, and lifecycle for B2B key accounts.
Where in the app
/c/companies/:companyId/crm/opportunities/c/companies/:companyId/customer-accounts/c/companies/:companyId/customer-accounts/accounts/c/companies/:companyId/customer-accounts/accounts/:accountId/c/companies/:companyId/customer-accounts/config/c/companies/:companyId/customer-accounts/contracts/c/companies/:companyId/customer-accounts/portfolios/c/companies/:companyId/customer-accounts/portfolios/:portfolioId/c/companies/:companyId/projects/:projectId/delivery-setup
Step-by-step
- Open Customer accounts.
- Create an account and link contacts.
- Attach contracts and delivery setups.
- Monitor lifecycle states and linked opportunities.
Permissions and modules
Customer accounts module.
Feature coverage
| Key | Title | Risk | UAT |
|---|---|---|---|
customer-accounts.accounts.crud | Customer Account CRUD and Lifecycle | high | UAT-C-CA-ACCT-001 |
customer-accounts.configuration | Customer Accounts Configuration | low | UAT-C-CA-CFG-001 |
customer-accounts.lifecycle | Customer Account Contract Delivery Setup Lifecycle | high | UAT-C-CA-LIFECYCLE-001 |
customer-accounts.navigation | Customer Accounts Cross-Domain Navigation | medium | UAT-C-CA-NAV-001 |
customer-accounts.portfolios | Service Portfolio CRUD | medium | UAT-C-CA-PORTFOLIO-001 |