Step 1: Click on CRM

Step 2: Select Manage Customers (This will automatically display a list of all your customers.)

Step 3: Click on the “Action” dropdown next to the customer’s name to view the customer Profile

Step 4: Inside the customer Profile, you can manage the following:

a. Customer information - Edit and save any changes to customer information

b. Notes - Add notes to keep track of interactions and important information.

c. Documents – upload customer documents for easy access and record keeping

Tip:

Always keep customer information updated and keep your whole team aligned on client history by adding notes.