Creating a Customer Program

You can create customer programs.

Required access roles:

  • Baseline: Administrator
  • App-specific: Company Representative

Before you begin:

List the customer programs. For more information, see Customer Programs List.

  1. Click Create New .
  2. Enter these details:
    Field NameDescription
    NameThe name of the program.
    Description The description of the program.
    Primary Contact The primary contact for the program. To select a person, click .
  3. Click Done.