Demo and free trial for potential customer

Here's how you can create them and understand the difference between a demo and free trial.

Creating a demo for a potential customer
Providing a free trial to a potential customer


CREATING A DEMO FOR A POTENTIAL CUSTOMER


The demo account is a free account in which you can create optimisations for your customer with his data and let him explore the demo account for a day. 

The demo account will be automatically deleted after a day along with the optimisations it included.

To create a demo account, please follow these steps:

  1. Begin with creation of a customer account
    For more details, check : Creating a customer account
  2. In the 'Info' section, click on 'Yes' to answer the question 'Is this a demo account?'.

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  3. Continue and complete the creation of the customer account.

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PROVIDING A FREE TRIAL TO A POTENTIAL CUSTOMER

Note :

A real account is created for free trial and at the end of the trial :

  • Your potential client will still have an access to the application but cannot access any market information or fixing calendar.
  • All of his data is saved and will reappear if he accepts your offer and you reactivate the services by modifying his account.
  • If he doesn't accept your offer, you can manually delete his account.
    For more details, check : Modifying/Transfering/Deleting a customer account

To provide a free trial, please follow these steps :

  1. Begin with creation of a customer account
    For more details, check : Creating a customer account
  2. In the  'Management' section:
    1. Click on 'Yes' to answer the question 'Would you like to give your customer access to the application?

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    2. Enter the dates according to the duration of the free trial you would want to provide.

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  3. Continue and complete the creation of the customer account.

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