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Approve new customer signups

When buyers register — for example, through your storefront — their signups land in a Pending Approvals tab instead of becoming active customers straight away. Review and activate or reject them there, individually or in bulk.

Before you start​

  • Signups are grouped per sales representative, and a sidebar badge shows how many are waiting — check it regularly so new buyers are not kept waiting.

Review pending signups​

  1. Go to Customers and open the Pending Approvals tab.
  2. Review the waiting signups, grouped per sales representative.

Activate or reject signups​

  • To handle one signup: open it and choose to activate or reject it.
  • To handle many at once: select multiple signups and use the bulk actions to activate or reject them together.

What happens next​

  • Activated signups become active customers you can sell to, and their users can use your Customer Portal.
  • Rejected signups are not activated.

Tips​

  • Process the queue with bulk actions when many signups arrive together — for example, after a storefront promotion.
  • Once a customer is active, complete their record with credit limit, payment terms, addresses, and contacts. See Manage customers.