Customer folder

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Ⅰ. Create a folder

Step 1: Click [CRM] > [All Customers];

Step 2: Click the [Edit folder] icon > [Add] > Enter folder name and remark > Click [Save].

Ⅱ. Manage folders

Step 1: Click [CRM] > [All Customers];

Step 2: Click the [Edit folder] icon > Click [Edit] to modify the folder name, or click [Delete] folder.

Ⅲ. Move customer information to folder

Step 1: Click [CRM] > [All Customers];

Step 2: Tick customer information(s) > Click [Move] > Select the folder to be moved.

Note: If the folder contains customer information, it can’t be deleted. Remove the customer information from the folder before deleting the folder.

 

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Article Number: 1508
Author: Mon, Jul 6, 2020
Last Updated: Wed, Sep 1, 2021

Online URL: https://kb.pushauction.com/article.php?id=1508