Create Customers

To have greater visibility over your end customers, you can create customers in the Partner Portal. Sales Projects can be linked to your added customers to facilitate easier opportunity management.

To create a customer in the Partner Portal, follow these steps:

1. Log in to the Partner Portal with your credentials.

2. In the navigation bar on the left, click Client management > Clients.

3. In the top left-hand corner, click Add client.

4. Complete the fields and click Save to finalise the details entered.

Result: The customer is successfully created in the Partner Portal.

Transfer customer data from request

Once your partner profile on the Partner Network is publicly visible, customers can contact you directly.

1. Log in to the Partner Portal with your credentials.

2. In the navigation bar on the left, click Client management > Requests.

3. Open the enquiry you want to process.

4. Click Add client to create a new customer from the enquiry data, or assign the enquiry to an existing customer.

Result: The enquiry is permanently assigned to the new or existing customer.

Related topics

• Sales Projects: Link your customer records to sales projects to manage opportunities more effectively.

• Reviews: Request reviews from your customers, noting that a customer entry must exist before a review can be requested.

• Create and Publish a Network Entry: Publish your IONOS CLOUD Partner Network profile so potential customers can discover your services and submit enquiries directly.