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  1. SalesVu
  2. SalesVu Cloud Portal
  3. Customer Relationship Management

Customer Relationship Management

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  • 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
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