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Customer Management

Connect to your customers with your Customer Relationship Manager. Learn how to add and manage customer profiles in your CRM.

Managing Your CRM on the POS

Each customer matters. Learn how to manage your Customer Relationship Manager from your POS. Create and edit customer profiles directly on your POS.

In This Video You Will Learn:

  • How to create a customer on the POS

Learning Check Question:

Can you successfully create a customer on the POS?

Managing Your CRM on the POS

Managing Your CRM on the POS

Each customer matters. Learn how to manage your Customer Relationship Manager from your POS. Create and edit customer profiles directly on your POS.

Managing Your CRM on the POS for Table Service

Managing Your CRM on the POS for Table Service

Each customer matters. Learn how to manage your Customer Relationship Manager from your POS. Create and edit customer profiles directly on your POS.

Adding Customers to Orders

Adding Customers to Orders

Easily track your customers' favorite by adding customers to orders. This is a great tool if you have a loyalty program, or simply track customer purchases.

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