How to view a Company
Steps to take to view a Company in your Customers list in your Partner Portal account
If you are a reseller partner with Clym, there are many ways to view and manage your customers in your partner portal account. This article will specifically address how to view a company's information.
Viewing your customers in your partner portal account is an easy 3-step process:
1. Sign in to the Partner Portal
You should have received a magic link in your initial onboarding email. Please click Sign in from the email to get started. Alternatively, navigate to the Partner Portal to sign in.
2. Click Customers
From the left-hand menu, select Customers. Click the drop-down arrow next to Customers to expand the section.
3. View a customer's information
To search or filter for a specific company, you can use the search bar to type in the name of the company you would like to view the information for, or click Show filters to expand more selections. In the filters menu, you can choose a Referral partner and/or Added between filters.
Referral partner: In the Referral partner field, you can select if this company has been added by a referral partner account.
Added between: In the added between field, you can select a data range for which the customer was added to your Partner Portal account.
To view the company information for the specific company, click the Company info icon next to the company.
In the pop-up window, you can view the Company Data, including the Company Name, Company Email, Phone Number, Address, and Domains.
If you encounter any challenges, please reach out to us at support@clym.io.
Updated on: 02/05/2025
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