How to use the customer tab on TProfile
- Kerrie O'Sullivan
Analytics
Users can
Change the customer details when required.
Contact Preferences.
View Enquires.
View Bookings.
Add loyalty Points.
Add Notes.
Here is how >
Select the customer tab at the top of the dashboard.
In the search Option - search for the customer by Name, email, or telephone number.
Once selected click on VIEW.
Detail
Change, add, or update the customer details and click on update.
Contact Preferences
GDPR Preferences, this only applies if you have the customer portal, giving the ability to manage business marketing preferences.
Enquiries
Click on view and this will take you to the customer enquiry.
The red dot will show how many enquiries have been made.
Bookings
Click on view and this will take you to the customer enquiry to view any booked quotes.
The red dot will show how many enquiries have been made.
Loyalty Points
Add Record.
Enter an amount set by the company example: 500 points is worth five pounds.
Enter the reason for the points.
Click ADD.
The red dot will show how many points.
You will get a log of all the points created.
To delete points, put a minus sign next to the amount -500.
Notes
Add a note about your customer example: Gluten Free or Low Floor only {only the user can see the notes, not the customer }
Tip
On customer, you can also add a new customer.
This way can be used if you want to add a client without creating an enquiry straight away.
For further information, please contact our training manager, Kerrie O'Sullivan.
Email: kerrie@tprofile.co.uk