Purpose
The Customer Portal provides customers with a centralized place to track their offers, review item details, monitor status updates, and access important documents throughout the buyback process.
Customers can access the portal using the link shared after an offer is created or through email and SMS notifications, depending on your notification settings.
What Customers Can See
The Customer Portal displays key information related to the offer, including:
Offer confirmation number
Offer submission date
Current offer status
Customer contact information
Selling method
Selected payout method
Customer address
Item details
IMEI or serial number (if available)
Estimated or final payout amount
Offer Status Timeline
Customers can follow the progress of their offer through a visual status timeline.
The statuses displayed depend on the selected purchasing method and current workflow stage.
Example statuses include:
Offer Placed
Package Sent
Processing
Complete
Additional statuses may appear based on your configured workflows.
Customer Information Section
The Customer Information section gives customers quick access to their submitted details, including:
Contact Information
Displays the customer's email address and other contact details submitted during the offer process.
Selling Method
Shows the selected purchasing method, such as:
Mail-In
In-Store
Easy Offer
Batch Quote
Payment Method
Displays the payout method selected by the customer, such as:
Bank Transfer
PayPal
Store Credit
Cash
Address Information
For Mail-In offers, the portal displays the customer's shipping address.
What I'm Selling
The "What I'm Selling" section provides a detailed summary of each submitted item, including:
Product name
Device specifications (storage, carrier, color, etc.)
Selected condition
IMEI or serial number
Quantity
Individual item value
The portal also displays:
Subtotal
Total payout amount
Purchasing Method Differences
While the overall portal experience remains consistent across all purchasing methods, certain sections vary depending on the workflow.
Mail-In
Customers can:
Track shipping and processing progress
View shipping information
Monitor inspection and payout status
In-Store
Customers can:
Review their offer details
Track the progress of their in-store transaction
Monitor payout status
Easy Offer
Customers can:
Review submitted item details
Track offer updates
View payout information
Batch Quote
Customers can:
Review all submitted items in a single offer
Access and download contract agreements
Review payout information and offer updates
Additional Features
Depending on your configuration, customers may also be able to:
Accept or decline revised offers
Upload additional images or documents
View offer notes and updates
Download receipts and shipping labels
Access signed agreements and contracts
Tips and Notes:
Customer Portal links are automatically included in supported email and SMS notifications.
Customers only see information related to their own offers.
IMEI and serial numbers are displayed only when available.
The information shown in the portal updates automatically as the offer progresses through your workflow.
Batch Quote offers include a dedicated contract agreement section.
Summary
The Customer Portal creates a transparent and streamlined experience by giving customers real-time access to their offer information, status updates, item details, and important documents—all in one place.