This guide provides a simple process for editing customer information and managing bookings within the CoverManager CRM system. It is essential for users who want to efficiently update customer data, add new bookings or communicate with customers via email or SMS. By following these steps, users can ensure accurate customer records and improve their customer interaction experience.
1. Click on the face on the left to open “CRM”.
2. Click “Customer List”.
Tip: To edit client:
3. Click on the eye icon located on the right side of the client section to “edit client”.
4. When the customer information opens, click on “EDIT DATA” to edit the customer data.
5. Once you have finished editing, please click on “SAVE CHANGES”.
Tip: To add a new booking for a customer:
6. Click on “ADD A BOOKING” and fill in the data.
Tip: If you want to send an email/sms to a specific customer:
7. Click on “Send email” to compose the message you wish to send to the customer.
8. Click on “Send SMS” to compose the message you wish to send to the customer.
