Step 1
To add a business to your Customer List, simply login to your account. From the dashboard menu, select 'Customer List.'
Step 2
From the 'Customer List' page, select the 'Add & Remove Customers' widget.
Step 3
Follow the guided steps in the Customer List Manager. Select 'Add Customers'
Step 4
Select how you would like to add customers to your customer list
Searching by Name, ABN, or ACN will pull up a list of businesses. Click on the green 'Monitor' button to add to your list
Copy & Paste ABNs and/or ACNs of a business into the box and click 'Add Customers'
If you have a large number of businesses that you wish to monitor, upload a CSV file. The CSV file must contain your customer's ABN/ACN and an optional account ID
