Need a hand setting up or using your system? The new Revel Assistant can guide you through almost anything you'd need to do, step by step. Just head to your Management Console and click the question mark in the bottom right corner to check it out!

Adding Customers to Your CRM in the Management Console

By Libby

Follow

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:
  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!



Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request
Want to request a new feature? Click here!
Still have questions? Contact our friendly Support team