Basics of Customer Accounts

Basics of Customer Accounts

Self-Paced: for customer representatives or anyone responsible for creating a company’s customer accounts.

About this course

This course is designed for customer representatives or anyone responsible for creating a company’s customer accounts. 

By the end of this course, you’ll be able to:

• Explain the purpose of various Customer Accounts fields in Zuora
• Identify the process of creating a customer account
• Create a customer account

Prerequisites:
• Introduction to Zuora

The course is broken down as shown:

Module 1
Introduction to Customer Accounts
What’s in it for You?
Topic 1: Introduction to Customer Accounts
Topic 2: Overview of a Customer Account Page
Topic 3: Getting to the New Customer Account Page
Topic 4: New Customer Account Page

Module 2
Creating Customer Accounts: Demo
Task: Set Up a Customer Account

Module 3
Creating Customer Accounts: Practice
Let Me Try
Check Your Understanding

Module 4 
Course Summary
Course Summary
Completed Objectives
Next Steps

Course15 minutes

  • Module 1
  • Introduction to Customer Accounts

    What’s in it for You?
    Topic 1: Introduction to Customer Accounts
    Topic 2: Overview of a Customer Account Page
    Topic 3: Getting to the New Customer Account Page
    Topic 4: New Customer Account Page

  • Module 2
  • Creating Customer Accounts: DEMO

    Task: Set Up a Customer Account

  • Module 3
  • Creating Customer Accounts: PRACTICE

    Let Me Try
    Check Your Understanding

  • Check Your Understanding
  • Module 4
  • Course Summary

    Course Summary
    Completed Objectives

  • Course Rating
  • Next Steps

About this course

This course is designed for customer representatives or anyone responsible for creating a company’s customer accounts. 

By the end of this course, you’ll be able to:

• Explain the purpose of various Customer Accounts fields in Zuora
• Identify the process of creating a customer account
• Create a customer account

Prerequisites:
• Introduction to Zuora

The course is broken down as shown:

Module 1
Introduction to Customer Accounts
What’s in it for You?
Topic 1: Introduction to Customer Accounts
Topic 2: Overview of a Customer Account Page
Topic 3: Getting to the New Customer Account Page
Topic 4: New Customer Account Page

Module 2
Creating Customer Accounts: Demo
Task: Set Up a Customer Account

Module 3
Creating Customer Accounts: Practice
Let Me Try
Check Your Understanding

Module 4 
Course Summary
Course Summary
Completed Objectives
Next Steps

Course15 minutes

  • Module 1
  • Introduction to Customer Accounts

    What’s in it for You?
    Topic 1: Introduction to Customer Accounts
    Topic 2: Overview of a Customer Account Page
    Topic 3: Getting to the New Customer Account Page
    Topic 4: New Customer Account Page

  • Module 2
  • Creating Customer Accounts: DEMO

    Task: Set Up a Customer Account

  • Module 3
  • Creating Customer Accounts: PRACTICE

    Let Me Try
    Check Your Understanding

  • Check Your Understanding
  • Module 4
  • Course Summary

    Course Summary
    Completed Objectives

  • Course Rating
  • Next Steps