How to Collect Customer Information for CRM in RetailLife

This tutorial guides you through collecting customer information during order placement in RetailLife POS and adding it to your CRM using RetailLife.

Go to retaillife.quicklyservices.com

1. Go to the Business Portal

2. Click "Sales & CRM" Module

3. Open CRM Settings

4. Under Customer Relationship Management, make sure “Collect Customer Information” is enabled

5. Save all your configuration changes to ensure your settings are applied

6. Go to RetailLife POS

7. Start a new order

8. Add products customer wants to bill

9. A pop-up will appear asking you to enter the customer’s information

10. Enter the customer’s details, including their name and contact information

11. Complete the order billing

12. Go back to the Business Portal

13. Access "Sales & CRM" Module

14. Select “Customer” from the dropdown menu to access the customer database

15. The customer should now be added to your CRM based on the information collected from the order

You have successfully learned how to enable CRM settings, add a customer to the database while taking an order using RetailLife POS and access the customer database.