Sales Culture > Customer
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 ...
To view and update Customer details, follow below simple steps: 1. From your Main Dashboard, tap on SALES  and click Customer 2. Search by specific Customer Name and click Search button...
If the New Customer is referred by your existing Customer, you may want to tag the referrer to the new Customer. Kindlt refer to the steps given here
In i3TW CRM, each Customer is owned by specific Sales Person. Hence, only owner is accessible / allowed to modify and maintain Customer Information (eg:Contacts, Address), Sales Lead, Activity (Chec...
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