How to Monitor the Collection Summary 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 Sales Section

3. Open Sales Summary

Click "Sales Summary" to view the detailed sales report for your business.

4. Select Date Range Accordingly

From here, you can select a date range or define a custom date range.

5. View Collection Summary

Click "Collection Summary" to access detailed information about collections and payments received.

6. Collection Overview

The collection summary is displayed here for quick reference.
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.