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Add a customer

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You add a customer by its Pipedrive subdomain. The customer must have OneClick installed in its Pipedrive company.

Before you start, make sure that:

  • The customer installed OneClick in its own Pipedrive company. If it did not install OneClick yet, pre-claim its subdomain on the Waitlist. See Pre-claim a domain.
  • You know the Pipedrive subdomain of the customer. The subdomain is the part before .pipedrive.com, for example acme in acme.pipedrive.com.

Add the customer

Section titled “Add the customer”
  1. In the sidebar, click Customers. The Customers page opens.
  2. Click Add new. The window Add new customer opens.
  3. In Tenant subdomain, type the Pipedrive subdomain of the customer. If you paste a full Pipedrive URL, the field keeps only the subdomain.
  4. Click Next. The window shows the name and the subdomain of the company under Organization.
  5. Make sure that the company is your customer. If it is not, click Back and type the subdomain again.
  6. In Seat limit (0 = unlimited), type the maximum number of customer users. Type 0 for no limit.
  7. Click Add customer. The Partner Portal shows Customer added.

The customer is now a row on the Customers page. Used shows the seats that the customer uses. Limit shows the seat limit. ∞ means no limit. See How seats are counted.

If the customer does not add

Section titled “If the customer does not add”

The window Add new customer shows the error under the field:

  • Organization not found: no company with this subdomain installed OneClick. Make sure that the subdomain is correct. If the company did not install OneClick yet, pre-claim its subdomain on the Waitlist.
  • Organization already added: the company is already your customer.
  • Organization already assigned to another partner: the company is a customer of another Partner. Contact Zimple support.
  • Seat limit cannot be lower than the currently assigned seats (N): the customer has more allowed customer users than the seat limit. N is the number of seats in use. Type a seat limit of N or more, or type 0.
  • Organization not available — already assigned or missing: between Next and Add customer, the company became a customer of a Partner, or it was removed. Close the window and add the customer again.

Next steps

Section titled “Next steps”