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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 custo...
Read MoreFollow the steps below to add you customers in the system:Step 1 - Click CRM on the menu barStep 2 - Click on “Add Customer””Step 3 - Capture customer details (names, contacts and business details)Step 4 - click on “Submit” (Your customer will be successfully added in system).Tip:After successfully adding your customers, you can Manage Custom...
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