Prior to import or add in your Customer, please be advised to make a simple setting as per below guide. Step 1: Set Customer Category Step 2: Set Customer Source Step 3: Set Customer Accou...

1. From your Main Dashboard, tap on SALES  and click Customer  2. Tap on Customer List 3. Please click on button to display the result. By default there will be no item display. ...

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 custo...

Please ensure you have added the Customer before adding contacts into it. 1. From your Main Dashboard, tap on SALES  and click Customer 2. Tap on 3. Search Customer Name 4. Click ...

Please ensure you have added the Contact for this Customer before you create the Branch 1. From your Main Dashboard, tap on SALES  and click Customer 2. Tap on  3. Search Cus...

Please ensure you have added the Customer before adding Subsidiary 1. From your Main Dashboard, tap on SALES  and click Customer 2. Tap on  3. Search Customer Name 4. Click ...

Update Customer information such as Contacts, Branch, Subsidiaries, Sales Lead, Proposal, Visitation, etc.. 1. From your Main Dashboard, tap on SALES  and click Customer 2. Search by sp...

Tag your Customer to the Referrer which introduce them to you or your Company. This can only be done durin ADD Customer process. In i3TW Referrer is classify as User - Referrer is one of your em...

In i3TW CRM, each Customer is assigned to a Sales Person. Hence, only owner is accessible or allowed to modify and maintain Customer Contact, Address, Sales Lead, Activity (Check-In), Proposal relat...