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CRM

Customer experience made easy. Learn how to add customers to your Customer Relationship Manager and how to set up groups to easily offer your loyal customers rewards.

Adding New Customers

Customer experience made easy. Learn how to add individual customers in your Management Console.

In This Video You Will Learn:

  • How to manually enter customers into your CRM
  • Add details to customer profiles

Learning Check Question:

Were you able to add a new customer to your CRM?

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Adding New Customers

Adding New Customers

Customer experience made easy. Learn how to add individual customers in your Management Console.

Adding Customer via Spreadsheet

Adding Customer via Spreadsheet

Customer experience made easy. Learn how to add customers to your Customer Relationship Manager in bulk upload via spreadsheet.

Creating Customer Groups

Creating Customer Groups

Create customer groups to make it simple to offer Discounts, exempt from taxes and more. This video teaches you how to make it easy to reward your loyal customers.

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