Adding Customers to Your CRM in the Management Console

By Libby | Updated

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You can add customers to your CRM through the Management Console or your Point of Sale Station. We've got you covered in our article Customers Introduction for adding a new customer from the Point of Sale, but let's take a look at how to add a customer through your Management Console.

  1. Log into your Management Console, yourdomain.revelup.com, and select CRM from the menu at the top of the page.
  2. Click + Quick Customer button above the customer list:
  3. Add the customer details:
    • Basic Customer Details: Add the name, phone numer, email, customer group (if applicable) in the first section:
  4. Other Customer Details: Here, you will enter the customers Rewards Cards, Gift Cards, Photo, Driver License Number, and child information (if applicable):
  5. If the customer has Gift Cards, Rewards Cards, or a Synergy Number, enter it in the Other Customer Details section. For Gift and Rewards cards, begin typing the number on their card and it will appear in a drop-down menu for you to select. Add extra notes in the Customer Notes field if your customer has specific delivery instructions:
  6. Add the customer address, email, delivery instructions and select shipping and billing address in the + Address section:
  7. If you offer House Accounts, fill out the House Account section by checking the box to enable, enter the balance and maximum limit they can purchase on their account:
  8. Once you've entered all the customer information, click the save icon in the upper right-hand corner of the customer info section.

There you have it, you've added a customer to your CRM. They will now appear in the customer list!



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