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fabric customer allows you to manage information for the customers and organizations you do business with, including the contracts you may have with them.

Copilot is the primary interface for working with fabric applications. You will need an active account, including an account ID, to access Copilot. Contact your Copilot Admin or Customer Success representative to obtain these credentials.

After logging in to Copilot, select CDP from the header across the top of the page to access the Member Dashboard. 

Copilot - home screen
Copilot - home screen

Customer is divided into three separate sections accessible from the left column:

  • Quickstart -¬†basic instructions to configure Customer for initial use

  • Customers - manage business-to-consumer (B2C) customers

  • Organizations - manage business-to-business (B2B) customers

  • Contacts - manage business-to-business pricing agreements

Customer - home screen
Customer - home screen

Last update: Oct 20, 2022

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