Sales & Support Hub Overview

This portal caters to Sales Representatives, Customer Service Representatives (CSRs), and other relevant roles. Account Executives utilize this portal to oversee their clients' accounts and subscriptions.

Administrators can access an account executive's portal using the "Login as Customer" feature. This feature can be located by navigating to:

• Users > All Users

Then mouse over the user you wish to login as and an actions button appears on the right. Click the button and then 'Login as Customer'.

The account executive portal features a header displaying the account name, balance, and a button for invoice payments.

The Account Executive Portal comprises the following tabs:

This list provides the Account or Support team member with a list of all customer accounts they can manage.

My cases show the customer all of the cases they have submitted to support. This list pulls from your CRM or Support system as configured within the administrative portal of PeakCommerce.

The permissions governing an account executive's access and editing capabilities within their portal are determined by the assigned profile.

Instructions on finding and configuring these permissions can be found in the roles and profiles section of this knowledge base.

For example, settings related to account balance and invoice payments in the header can be managed within the Pay Invoices profile settings.

PeakCommerce Sales & Support Hub is available on the following plans:

• Latest Starter plan or above (May 2023)

• Any Essentials plan or above

If you are on a legacy plan and don't have access to this feature, you can update to one of our latest plans in your Billing settings or contact your account manager.