Customers

A customer is a client of the system using products and services.

Adding a new client to the system in the person of a company/organization consists in creating and configuring a customer profile for him.

1. Name of the customer and contact information;
2. The segment that classifies customers;
3. Status, which shows the current status of the customer in the system;
4. Attracting channel;
5. The responsible manager for working with the customer;
6. Service Manager;
7. Names of invoices to be issued to the customer;
8. Adding a legal entity of the customer indicating the organization on whose behalf the customer will be billed for the use of products/services;
9. Personal accounts with the addition and configuration of available customers of products/services;
10. Accounts for employees of customers who will have access to work with the system;
11. The history of changes to the customer’s profile.

Creating a customer

To go to the list of customers, click on the corresponding item in the main menu of your personal account.

The page that opens will contain a list of all the customers that you have added to the system.

To create a new customer profile, click on the “+ Add” button in the upper right corner of the page.

After that, in the “Home” tab that opens, fill in the fields provided in the form. The fields “Customer name”, “Segment”, “Status”, “Attraction channel” and “Responsible manager”, are mandatory.

When you select a segment, a pop-up list opens with previously added segments:

When you select an attraction channel, a pop-up list with the added channels opens:

When you select a status, a pop-up list with added statuses also opens:

After clicking on “Save”, the profile of the new customer will be created in the system.

“Segment”, “Status” and “Channel of attraction” are moved to the “Marketing” tab, where they can be changed:

If the customer agrees to “Receive promotional emails”, then this option is enabled, if in the future he refuses it, then it must be changed manually.

In the future, by clicking on “Edit”, you can change the information about the customer or reassign the responsible manager.

The “Invoices types” setting is located at the bottom of the page. Here you can add and remove the types of invoices that the customer will be able to issue to themselves for the use of certain products or services.

Setting up columns and filters

You can also customize the display of filters by choosing which ones to show and which ones to hide. Then click ‘Save’.

In addition, column settings are available, which allows you to choose which of them to display in the list of customers. After making the changes, click Save.

Exporting a report

To get a report on customers, you can use the filters to refine the request on the page and click ‘Show’.

When exporting a report, you can select which columns will be contained in the report.