This guide is essential for those who want to optimize customer management through the use of labels in Cover Manager. It provides a step-by-step process that facilitates the organization and classification of customers, which can improve customer care and service. By following these steps, users will be able to effectively customize their CRM, resulting in greater efficiency in data management.
1. Click on the face on the left to open “CRM”.
2. Click “Tag Manager”.
3. Locate the desired category and click on the “+” icon on the right.
4. In the pop-up window, type the name of the new tag in the “Name” field .
5. Select the category to which the tag belongs.
6. You can select the restaurants where you will be able to assign this tag.
7. Click on “ADD”.
