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  1. Renewalbook
  2. My Customers

My Customers

The My Customers section of Renewalbook enables users to add and manage customer details.

Customer Marketing Submissions

  • View Historical Marketing Submissions for a Customer

Access

  • Granting Customer Access Individually

Lines of Business

  • Edit a Customer Line of Business
  • Add Customer Lines of Business

Customer Overview

  • Make a Customer Inactive
  • Delete Customer Address
  • Mark Customer Address as Primary
  • Add Customer Address Locations
  • Add Customer SIC/NAICS Codes
  • Edit Customer Information

Customer Dashboard

  • Add Customer(s)
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