User Management
Control who receives statements from your company
- Seller Team Member Roles
- Add and Assign Sales Reps Manually
- Automatically Assign Sales Rep
- Managing Notification Preferences in Wholesail
- How to opt your customer in or out of receiving automated statements and invoices
- How to remove a customer contact
- How to add a customer with a phone number so they receive Wholesail text messages
- Introduction to SMS Text Message notifications
- Changing recipients for statement emails
- Add a user to receive statements
- See which users have payment account access