Customer Management
Your customers are more than just a name on a screen! 💜
Get to know who's calling, chatting, and coming back for more.
In this course, you'll learn how to find customers, organize them
with Tags, and use Customer Records to build stronger connections
and keep your regulars coming back.
Know Your Customers at a Glance
Your Customers page puts the information you need to understand your customers all in one place. In this lesson, we'll take a quick tour of Customer Records and show you how to spot important details like customer value, activity, earnings, and Tags.
Find Anyone, Fast
Looking for a specific customer — or a specific type of customer? Learn how sorting, filters, Advanced Search, and Saved Searches can help you narrow down your Customer List and quickly find exactly who you're looking for.
Tags That Actually Help You
Tags help you keep track of the details that make each customer unique. Learn how to create and manage your own Tags, what they're best used for, and how they can help you organize and find the right customers later.
Customer Details, Explained
Need the full story on a customer? Take a tour of Customer Details and learn where to find earnings, activity, notes, subscriptions, Tags, offers, feedback, transaction history, and more.
Class Dismissed!
You've made it through Customer Management! Now you're ready to put those new skills to work, build stronger customer connections, and make the most of every opportunity.
Keep learning, keep earning! 💜
Before You Go...
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