Before proceeding, make sure you have the following:
Access to the iOS app
Login credentials
Steps
Open the iOS app and log in.
From the main menu, select Accounts.
Click New customer on the top right-hand side of the screen.
Enter the customer's details, including their first name, last name, email, phone number, and UplistaID.
If you want to allow the customer to put sales on account, check the appropriate checkbox.
Click Save to add the customer to your account.