MSPComplete: Basics - Customers

In this lab exercise, you will add Customers in your MSPComplete account.

Prerequisites

• Complete the steps in this lab exercise only after you finish the module above.
• Sign in to MSPComplete as an Administrator. This lab exercise is optimized for an Agent with the Administrator role. Your assigned role in MSPComplete determines what you can do in the platform, and factors into which steps of this lab exercise you can carry out.

Lab Exercise

1. Sign in to MSPComplete at https://manage.bittitan.com.
2. Select the Training Workgroup on the top of the left navigation pane.
   
   Note: The Training Workgroup was created as part of the lab exercise in the Workgroups module of the MSPComplete: Basics training course.
3. In the left navigation pane, click All Customers.
4. Click Add Customer.
5. Enter the new customer’s information in the Add Customer form:
   
   

   Field Name	Description
   Primary Email Domain	The customer’s email domain name. This is a required field. Example: siliconpacific.com Tip: You don’t need to include the “@” sign in your email domain; it is already there in this field.
   Company Name	The name of the customer. This is a required field.
   Primary Location	The country where the customer is based.
   City	The city where the customer is based.
   Primary Industry	The type of company or organization (selected from the pop-up list).
   Company Size	The customer's approximate number of employees (selected from the pop-up list).

6. Click Save.
   
   The page refreshes to display the newly created Customer.

Download the lab exercise PDF

Answer the knowledge check questions below, and then click Submit to see your score.