Customer management involves organizing customer information, including personal documents, agreements, and transaction records. The goal is to centralize all relevant customer data and link sales transactions to each customer.
Steps:
Create a Data Type for Customer Portfolio:
Set up a data type that includes all the information you want to collect about your customers, such as personal details and documents.
Develop a Group for Customer Portfolios:
Create a group in the Kanban view to manage customer portfolios. You can track customers’ progress by placing them in different columns.Customize a Data Type for Customer Transactions:
Create another data type for customer transactions, which will be linked to the customer portfolio. Include all the necessary transaction-related information.Create a Kanban Group for Business Management:
Set up a Kanban group to track the sales process, from initial contact to closing, including negotiation and personal stages.Link New Business to Customer Portfolio:
When a new business is opened, link it to the customer base by using the attachment option in the post’s action menu.
The process combines groups and data types to keep all customer and transaction information in one organized place, making it easier to manage.