Customer Relationship Management
- Customer Management (CRM): Overview
- Link Waiver Form PDF in Customer Profile under CRM on SalesVu Portal
- How to add a new customer
- Option to add customer image in CRM through web portal
- How to delete Customers
- How to delete customers
- How to merge customers
- How to search for a customer profile in your database
- How to view/edit a customer account
- How to view a customer billings
- Customer purchase report
- How to add a comment to a customer
- How to add custom fields in the customer's profile
- How to view duplicate customers
- Adding External ID to The Customers
- How to create and manage customer groups
- Export or Import the Customer Database on SalesVu Portal
- How to create an email template for customer campaign
- How to create customer email campaign
- How to track customer email/SMS campaign