Difference between revisions of "3 Defining Customers"

Latest revision as of 13:10, 19 December 2011

Defining Customers

Where do you assign a Source to a Customer?

From the Sales module select the Customer List and highlight the Customer you are wanting to Define.
From the Customer card select the General tab
Select a Source from the Drop Down
This will enable you to Track where the Customer was sourced from and how many contacts you have had with them.

@@ Line 1: / Line 1: @@
-Defining Customers
+'''Defining Customers'''
 Where do you assign a Source to a Customer?
-Do you know where to locate the Preference to force the entry of a 'Source' when creating
+*From the '''Sales''' module select the '''Customer List''' and highlight the '''Customer''' you are wanting to Define.
-a new Customer?
+*From the '''Customer''' card select the '''General''' tab
+*Select a '''Source''' from the '''Drop Down'''
-Go into Sales, Customer List and highlight the Customer you are wanting to Define.
+*This will enable you to '''Track''' where the '''Customer''' was sourced from and how many contacts you have had with them.
-This will open the Customer Tab. Click on General and check the Source has been added.
-The reason for this is to keep a record of :
-            (a)    Where the Customer was sourced from.
-            (b)    And also, how many contacts you have had with them.
-This also helps to work out the ratio of which is the best sourse that most customers come from.