Customer Connect
Checklist - Tick off the completed tasks below
4. I can send invites to customers to join Customer Connect and monitor their status.
1. I have successfully created a new accountand logged in.
2. I can locate the customer accounts dashboard and understand the information.
5. I know where to make changes to my profile and contact information.
6. I understand how my customers can view, print and download invoices.
3. I know how to add new dealership users.
Customer Connect Checklist
Ibcos Product Team
Created on January 30, 2025
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Transcript
Customer Connect
Checklist - Tick off the completed tasks below
4. I can send invites to customers to join Customer Connect and monitor their status.
1. I have successfully created a new accountand logged in.
2. I can locate the customer accounts dashboard and understand the information.
5. I know where to make changes to my profile and contact information.
6. I understand how my customers can view, print and download invoices.
3. I know how to add new dealership users.