Buyer tried staff signup?
Wrong door. Invite from CRM → they activate on the Customer portal. See Customer portal.
No portal invite?
Add a login email (contact or company). Status stays “no email” until then. Use Resend portal invite when pending.
Many contacts on one company?
One primary contact block. Use locations/children or notes for extra people.
Vendors vs blank suppliers?
Vendors = PO suppliers in CRM. Blank suppliers = apparel wholesale API prices (Pro+).
Delete vs deactivate?
Prefer inactive for history. Delete/archive may fail if linked records exist — follow the on-screen error.
Back to the Customers guide index.
Invite portal access from the customer record only when you’re ready for that buyer to see quotes and proofs.