In Customer module you may manage you customer database efficiently.
- Instant Update of Contact Details by taking a photo of the business card.
- Manage Conversion of new leads from potential customers.
- Convenient to contact, follow-up and share information to customers.
- Dashboard view for account managers.
Important things to do before Add New Customer.
Once the above setting is ready, follow below steps to add New Customer.
1. From your Main Dashboard, tap on SALES 
and click Customer 
2. Tap on 
Below are description of the customer form
- Click on the hyperlink (Click here to choose referrer) to tag the Referrer of this new Customer
Customer Account Code
- Auto Generated - Allow system to maintain the code according to your setting. Refer to Step 3: Set Customer Account Prefix
- Manual - Maintain your own Customer code.
Company - Enter the Company Name. Click Search button to check if the Customer Name is already registered.
Custome Category & Customer Source - Classify your Customer
Potential Rating - Rate your Customer
Industry - Categorize your Customer by the Industries
Phone - Office Phone / Mobile
Area - Group Customer by Area for effective Visitation planning
Address - Enter the Company address
Get Location - Set GPS Location of your Customer's Office
To Visit Once every X days - Set a frequency of Visitation
Assign To - Owner of the Customer
Customer Status - Classify your Active or Non-Active Customer or with other Difinition. Learn how to manage Customer Status Label
Manually share Customer among colleagues.
-From the Sharing List, tick on Employee Name whom you would like to share the Customer with. Learn how to enable the Sharing Option
- Share Customer Information Only
- Share All Details
Auto Sharing Customer
Automatically the Customer will be shared among all employees. Learn how to enable the Sharing Option
Tips
- Field with * (asteric) - denotes important Field
- Learn how to Set Required Field for this form.
- ADD MORE Information for Customers by using Extra Field
After you have successfully Add the Customer, please Add Contact as prompt by system
