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How to Manage Customer

October 24, 2024

Section 1: How to Access CRM System

Before accessing CRM system, you need to make sure the CRM system is activated.
After the CRM system is activated, it will appear in the left-side menu > Click CRM > Go to CRM System

Section 2: How to Add Customers

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Step 1: After you access the CRM system, you can click 'CUSTOMERS' > 'MANAGE CUSTOMERS'

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Step 2: You can manually add your customer information to the CRM system by clicking 'Add Customer.'

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Step 3: Fill in the information and select the level. Once done, click 'Add.'

Section 3: How to Approve Pending Customer

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If you require customers to create an account before accessing the CRM website, newly registered customers will appear in the pending customers list.

Step 1: You can click on 'Pending Customers' to review the customers awaiting approval.

Step 2: Click  to edit information.
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Step 3: Fill in the information and select the level. Once done, click 'Update'.
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The customer will receive a confirmation email with the username and password to log in.

Section 4: How to Check Customers Information

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You can filter your customers by selecting the customer level name.
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You can check the total number of customers, their names, customer levels, last login times, and status.

Section 5: How to Send Message to Specific Customer

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Step 1: Select the customers you wish to send message 

Step 2: Click "SEND"
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Step 3: Click 'Upload File' if you have one and add a message. Once done, click 'Send.'
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Step 4: You can click "VIEW" to view your message history. 
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Here is a sample view of the message on website. Customers can click 'Manage' and then select 'Message' to check.

Section 6: How to Change Customer Status

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Select the customers and click the status to activate or deactivate them.
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Section 7: How to Upload File for Specific Customer

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Step 1: Select the customers that you wish to upload file > Click  
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Step 2: Click "Choose Files" >Select the Files > Click "Add"

Section 8: How to Edit Customer Information

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Step 1: Select the customers that you wish to edit, click 
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Step 2: Edit the information and click "Update".

Section 9: How to Delete Customers

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Select the customers you wish to delete, click the   icon and then click "OK" to delete them.
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