CRM
Customer records, history, segmentation and the communications you have sent them.
CRM overview
What a customer record holds and where records are created from.
Customer profiles
Contact details, notes, preferences and the fields you can add yourself.
Adding customers
Creating customer records, and why searching first is the only duplicate protection there is.
Purchase and repair history
How a sale or ticket attaches to a customer, and why attaching at the counter matters.
Segments
Customer segments are built in Marketing as campaign audiences.
Communications log
Where each kind of message is logged — on the repair ticket, in Marketing, or on the customer record.
Store credit balances
What is and is not tracked against a customer for store credit.
Importing customers
Bringing a customer list across by CSV, including matching rules.
Customer privacy requests
Handling access, correction and deletion requests for customer data.
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