What is CRM used for?
What types of information can I put in CRM?
You can enter:
Customer name, phone number, customer type, customer birthday, email and extra notes about the customer.
Can I categorize my customers by groups through CRM?
Yes you can, on the left hand side is a "Customer Type" tab.
Click the tab
Type title of category and press save
Next go back to the "CRM" tab and click on the customer name that you would like to place in a category
Once you click the name, on the top of the page it will show a box with your customer type categories
There you can choose which category you would like to place them into by simply clicking on the category
Click save at the bottom of the page
What is the Auto Newsletter?
It is an indicator that a particular client would like to recieve newsletters.