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Creating Contacts and Subaccounts for Customers

Video length:  2 minutes, 36 seconds

Subaccounts, or contacts, are individuals at a customer's organization who need isolated access to the organization's account. Your customers may have as many subaccounts, or contacts, as you like.

The system is amazingly flexible, especially in the area of building customized price sets and notifications. We've set up all kinds of notification systems and close to 100 different price sets to accommodate our customers over the years.

Zach Woody | Dash Delivery, Inc.