Difference between revisions of "Waste Management Solution - Customers"

Latest revision as of 16:08, 7 March 2023

1 Overview

Customers are the third stage in the WMS CRM Pipeline. Customers can be created by progressing a Prospect through the CRM pipeline fully and share many of the same fields and functionality as Prospects. Existing Customers can be reviewed and modified at any time. This article will cover how to view and edit Customers.

2 Adding a Customer

Customers are not created directly in the same way as Prospects, Appointments or other categories of system record, but are instead created by graduating a Prospect by completing at least one sale with them. For more information on this process see our dedicated article on the CRM Pipeline.

3 View Existing Customers

3.1 Display

To view a list of existing Customers, click the CRM category on the menu sidebar and then select either "My Customers" or "All Customers" from the options that are displayed. "My Customers" will specifically show Customers assigned to the user that is currently logged in, while "All Customers" will display all Customers currently available in the database. Both lists can be ordered by any of the columns on display, simply click on the column header to do so. 

To view the full set of details for a Customer or open it for editing, click on the Open button in the far left had column of the record.

3.2 Customer Search

To search for a specific Customer, open either of the view lists as described above and type your search term into the search field at the upper right hand side of the list of Customers. Customers can be searched by the following criteria:

• Firstname
• Surname
• Mobile Number
• Address 1/2/3
• Eircode

4 Update Existing Customers

4.1 Update Details

To modify an existing Customer, first locate the Customer you want to update in either of the display lists as outlined above, then click on the Open button to the far left hand side of the record.

To update the record fill in any new details in the fields provided and then click on the Save Customer button. Note the Contacts Made, Appointments, Quotations and Tickets tabs, which are used for adding Contacts, Appointments, Quotes and Tickets respectively to this Customer record.

For further detail on each of these processes, click on the links above to view their dedicated articles.

Also note that there is an additional tab present for Active Products. Like the Tickets tab, this tab is unique to the Customer view and will not display when a contact is still in the Prospects phase of the CRM pipeline. This tab displays the total revenue stats for this Customer and provides a detailed report on all of the active Products/Services a customer has purchased, which can be viewed by clicking on the "View Existing Products" button.

4.2 Reassign Customer

Customers can be manually reassigned to other system users via the Ownership Details tab. Open the tab and click on the Current Customer Owner field, a dropdown will appear displaying all active system users. Select the user that you would like to assign the record to from this dropdown and click on the Save Customer button to confirm your choice.