How to View Customer Details and Purchase History?

This tutorial explains how to access and review customer details and purchase history in the RetailLife Business Portal.

Go to retaillife.quicklyservices.com

1. Access Sales & CRM Module

2. Click CRM Section

3. Click Customer

4. Choose Specific Customer

Select a customer to view their detailed information.

5. Customer Overview

View customer information, purchase history, total spending, and recent transactions.

6. Select Date Range

Select a date range to view records from a specific period.
You have successfully navigated through the RetailLife Business Portal to access detailed customer information, including selecting a specific customer and filtering data by date range. This process enables efficient review and management of customer records within the CRM system.