How do I search old customers when they visit the store or call us up ?

How do I search old customers when they visit the store or call us up ?

It is always a happy sight to see a returning customer. Welcome the customer, and if you remember their name, search with their name, else you can ask their mobile number or the deal name and search with either of the parameters.


Its equally easy to search for a customer when they call up, look up on their phone number in the system and pull out their details at the click of a button.

You can view all the deals of a customer and click on the deal and navigate from tab to tab to find all the details of the customers interaction with your store.



You can click on the deal and dig deeper into each interaction with the said customer during that particular deal. You can go ahead and keep creating new activities for the customer at your convenience