Create customer accounts and contracts
Follow these instructions to create accounts and contracts.
To create accounts, do as follows:
- In Autotask, create an account for each of your Sophos customers. Include billing information, so that they can be billed for their license usage.
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Create a contract for each of your Sophos customer accounts. To do this, do as follows:
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Create a Recurring Service Contract and enter the relevant details.
For the account name, enter the name of the customer account, so that the contract is linked to the customer account.
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