Common Data > Customer
1. From your Main Dashboard, go to Common Data and click on Customer 2. Click on Customer tab  Note: You may use the Filter (such as: Assign To, Category, Source, ect ) and type in the keyw...
Before start entering the Customer data, please follow below Setting Step 1: Set Customer Category Step 2: Set Customer Source Step 3: Set Customer Account Prefix 1. From your Main Dashboard, go...
After you have successfully Add the Company Information, next is to Add Contact. You may Add or Remove Contact at anytime. Follow below steps. 1. From your Main Dashboard, go to Common Data and c...
You may update or edit  Customer information such as change Customer Category, change Souce, change Visitation Frequency, change Sharing etc. Follow below steps: 1. From your Main Dashboard, g...
Before you start sending any Marketing Campaign to your Customer, learn how to create your Content here. 1. From your Main Dashboard, go to Common Data and click on Customer 2. Select Customer t...
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...
Before start import the Customer data, please follow below Setting Step 1: Set Customer Category Step 2: Set Customer Source Step 3: Set Customer Account Prefix Once the above steps completed, f...
Export your Customer data from i3TW. This feature is resticted to Super Admin Level. 1. From your Main Dashboard, go to Common Data and click on Customer 2. Click Manage Customer and click Expor...
Batch Assgin - To transfer ownership of Customer from one employee to another. 1. From your Main Dashboard, go to Common Data and click on Customer 2. Click Manage Customer and click Batch Assi...
Inactive Pool - is Customer which has not been attended to by the owner for a certain period of time. To ensure it's being taken care by other employee the Customer shall be moved to a "Common Pool"...
User can Pick any Customer if they are not owned by anyone. To do that, follow the steps. 1. From your Main Dashboard, go to Common Data and click on Customer 2. Click on Customer tab  3. ...
Merging 2 Customers allows you to combine 2 profiles and all information into single Customer profile. Manager Level and above is authorize to merge the Customer.  Note: This is not a reversa...
Customer Detail Page is where you can find all information about specific Customer. From Sales Lead, Activities, Proposals, and many others. Just click on the Fuctional button, you will get the info...
Retrieve Customer Analysis Report as per below 1. From your Main Dashboard, go to Common Data and click on Customer 2. Tap on Summary Report Tap on        ...
To delete the Customer, just simply update the Customer status to DELETE. Follow below steps: 1. From your Main Dashboard, go to Common Data and click on Customer 2. Click on Customer tab  ...
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