How to Start Collecting Customer Information?

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 retaillife.quicklyservices.com

1. Access Sales And CRM Module

2. Open CRM Module

Click the CRM module to manage customer data and interactions effectively.

3. Navigate to Settings

4. Select Configuration Option

Click here to select the desired configuration option 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 in- teractions, and enhance overall business efficiency.