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Renewalbook
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)
