Adding a New Customer

You can add your new customer (prospect) who does not have an account in Zoho directly from the Partner Store. You can add a new customer in any of the Zoho services.

NOTE: If you want to add a customer in paid plan, you need to add the customer in Free plan and then upgrade the customer to paid Plan.

To add a new customer to any of the Zoho service:

  1. Sign in to Partner Store.
  2. Go to the Customers tab.
  3. Click the Add Customer link in the left side column.
  4. In step 1, enter customer details. The "Customer Details" screen is displayed below. Customer and Company fields are mandatory and the rest of the fields are optional.
  5. In step 2, select the service to which you like to subscribe your customer and enter the email of your customer.
  6. If the customer does not have an account in Zoho, the following screen will be displayed.
  7. Enter the username and password. Click the Yes button. This will create a new account for your user in Zoho and this customer account is now mapped to your partner store. You will be eligible for partners commissions for all the transactions done by this customer.

NOTE: All our Zoho Services are based on our SSO (single sign on) system, so when a customer has signed up for a service, the customer will be able to access the Free version of other Zoho services also.