Sometimes users will have multiple accounts and they would like the ability to pay on each account without making a customer portal login for each account. Managely’s customer portal allows you to link multiple accounts. Follow these steps to link accounts in the customer portal.
- Log into the customer portal.
- Click on the accounts tab.
- Click the ‘Link New Customer’ button fill out the fields ((note: the Customer number, zip code, and registration Key can be obtained from the customer page (Dealer side) or on a proposal/invoice (Customer side)), and push the Link button.
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Clicking the magnifying glass will allow you to switch between customer 3704 and 1170 accounts.
