This guide provides essential instructions for managing customer information within a CRM system, ensuring users can efficiently delete, unify, search, add, and edit client details. By following the steps outlined, users will enhance their organizational skills, streamline customer management processes, and maintain up-to-date records. It's an invaluable resource for anyone looking to optimize their client interactions and data handling. Viewing this guide will empower you to maximize the effectiveness of your CRM platform.
1. Click on the face on the left to open “CRM”.
2. Click “Customer List”.
Tip: To delete a customer:
3. Select the customer you want to delete.
4. Click on the trash can icon that appears on the left.
5. Click “YES”.
Tip: To unify customers:
6. Select customers to unify bookings, waiting lists and tickets associated with a customer and delete all other customers forever.
7. Click on the upward arrow icon.
8. Select the customer that will NOT be deleted and to which the selected customers will be merged and click “YES”.
Tip: To search for a specific customer:
9. Click on the search engine to type the client you wish to consult.
10. Click on the search button to display the client you wish to consult.
Tip: To add a new customer:
11. Click on “ADD NEW CUSTOMER” at the bottom of the screen.
12. Fill in the required information and click on “ADD CUSTOMER”.
Tip: To edit a customer's data:
13. If you want to edit the name, surname, phone or email you can click on the respective box of each data and you will access a drop-down menu where you can edit them.
14. Click on “UPDATE” when the phone number is correct.
Tip: To update customer list:
15. Click on “UPDATE LIST”.
Tip: To download a customer's bookings:
16. Click on the cloud icon located on the right side of the client's section to download a report with the bookings made by the client.
