---
title: Customers & Prospects (For Administrators & Internal Team Members)
slug: customers-and-prospects-for-administrators-and-internal-team-members
icon: 📋
docTags: 
createdAt: 2025-03-04T19:30:51.681Z
---

## 1. Overview

The **Customers & Prospects** section in the **Storagely Dashboard** is designated **exclusively for use by Storagely team members**. This section provides tools to manage customer and prospect data, including subscription details, contact information, and account settings.

:::hint{type="warning"}
**Important Notice:**

- **This section is NOT accessible to facility operators.**
- **All modifications and data management are handled by Storagely internal team members.**
:::

## 2. Accessing the Customers & Prospects Section

Since this feature is **restricted**, only **authorized Storagely administrators** can access it.

### Steps to Access Customers & Prospects

1. **Log in** to the Storagely Dashboard.
2. Navigate to **Account Settings > Customers & Prospects**.

   ![](https://api.archbee.com/api/optimize/_fbQ1jk8y-6t-s-DYY8Bo/4E1PBIjwWgNAalR40TZx0_screenshot-2025-06-10-at-82233-am.png)
3. If access is **denied**, contact a **Storagely system administrator**.

## 3. Managing Customers & Prospects in Storagely

### A. Viewing Customer & Prospect Data

The **Customers & Prospects** section displays a list of all active accounts with the following details:

- **Name** – The full name of the customer or prospect.
- **Email Address** – The registered email address for the account.
- **Subscription Plan** – The service level (e.g., Starter, Professional, Enterprise, Storagely+).

  ![](https://api.archbee.com/api/optimize/_fbQ1jk8y-6t-s-DYY8Bo/iTjk3_8o1JGuj9r7w_PZ1_screenshot-2025-06-10-at-82410-am.png)

### B. Adding a New Customer or Prospect

1. Click **“New Customer”** in the top-right corner.

   ![](https://api.archbee.com/api/optimize/_fbQ1jk8y-6t-s-DYY8Bo/8y0M6nR95Ec5wKUer9xjJ_screenshot-2025-06-10-at-82645-am.png)
2. Fill in the following details:
   - **Name**
   - **Email Address**
   - **Country Code** (e.g., USA, Canada)
   - **Customer Type** (Customer or Prospect)
   - **Subscription Plan**

     ![](https://api.archbee.com/api/optimize/_fbQ1jk8y-6t-s-DYY8Bo/Cc6NRiA-QDtesJNXRDX73_screenshot-2025-06-10-at-90503-am.png)
3. Click **Save Changes** to create the new account.

### C. Editing Customer Information

1. Locate the customer in the list.
2. Click **Edit** next to their name.

   ![](https://api.archbee.com/api/optimize/_fbQ1jk8y-6t-s-DYY8Bo/He8r2xPluJ7wJQSybzD8m_screenshot-2025-06-10-at-90556-am.png)
3. Modify necessary details, such as **email address, subscription level, or customer type**.

   ![](https://api.archbee.com/api/optimize/_fbQ1jk8y-6t-s-DYY8Bo/65H0nOKonjqp8F-AZRR5S_screenshot-2025-06-10-at-90649-am.png)
4. Click **Save Changes** to apply updates.

### D. Deleting a Customer or Prospect

1. Select the customer from the list.
2. Click **Delete** and confirm the action. ⚠ Note: Deleting a customer r**emoves all associated data permanently**.

   ![](https://api.archbee.com/api/optimize/_fbQ1jk8y-6t-s-DYY8Bo/bd4yeSMN1wAlNZuCmQL28_screenshot-2025-06-10-at-90818-am.png)

   ::Image[]{src="https://api.archbee.com/api/optimize/_fbQ1jk8y-6t-s-DYY8Bo/pGcWDRa990KvqVT2rJ0fX_screenshot-2025-06-10-at-12912-pm.png" size="60" width="482" height="299" position="center" darkWidth="482" darkHeight="299" showCaption="false"}

## 4. Subscription & Account Management

### A. Updating Subscription Levels

Administrators can update a customer’s subscription plan:

1. Select a customer.
2. Click **Edit** and adjust their **Subscription Plan**.
3. Click **Save Changes**.

## 5. Troubleshooting & FAQs

| Issue                                   | Possible Cause                        | Solution                                      |
| --------------------------------------- | ------------------------------------- | --------------------------------------------- |
| **Cannot Access Customers & Prospects** | User permissions not enabled          | Contact a system administrator                |
| **Changes Not Saving**                  | Session timeout or access restriction | Refresh the page and reapply changes          |
| **Subscription Not Updating**           | Data sync issue                       | Ensure the correct plan is selected and retry |
| **Customer Missing from List**          | Data filter applied                   | Check search filters and reset if needed      |

## 6. Best Practices for Managing Customers & Prospects

✅ **Only modify customer data when necessary** to maintain data accuracy.
✅ **Ensure customer type (Customer vs. Prospect) is correctly assigned.**
✅ **Regularly update subscription statuses** to match service agreements.
✅ **Do not share customer data externally** to comply with privacy regulations.

For further assistance, please reach out to your direct supervisor.