How to Start Collecting Customer Information in RetailGo Business Portal

This tutorial demonstrates how to collect customer information within the CRM system, helping businesses maintain accurate customer records, track interactions, and build stronger customer relationships.

Go to retailgo.quicklyservices.com

1. Access Sales And Billing Module

2. Open CRM Section

3. Navigate To Settings

4. Select Configuration Option

Click here to choose the specific setting you want to modify within the CRM settings.

5. Go to POS App

From the POS app, you can collect and store customer information for future reference and effective customer management.
You have successfully learned how to collect and manage customer information using the CRM system. Maintaining accurate customer records helps improve customer relationships, track interactions, and enhance overall business efficiency.