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Is it possible to view if a customer is already set-up with the Total Care Portal?

Smartnet
Beginner
Beginner

As the title suggests, is it possible to actually look-up if a customer has already set-up a Total Care Portal before even engaging them about the conversation in setting it up? Wanted to know if there was a way to find out whether or not a customer was established even if we do not own a contract with them, etc.

 

Thank you very much.

1 Accepted Solution

Accepted Solutions

Smartnet
Beginner
Beginner
Nevermind, resolved!

View solution in original post

1 Reply 1

Smartnet
Beginner
Beginner
Nevermind, resolved!
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