This tutorial shows you how to find your top customers in the Business Portal. You can use this
information to analyze customer behavior, understand buying habits, track customer value, and
improve your marketing and retention strategies.
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. Go To Dashboard
4. View Top Customers List
You have successfully accessed the Top Customers section within the Business Portal. This feature
allows you to identify your most valuable customers, analyze their purchasing behavior, track
spending trends, and gain insights into customer preferences. By understanding your top customers, you can create targeted promotions, strengthen customer loyalty, and make informed
decisions to drive business growth.