Customer Relationship Manager

Your customer being your prospective or potential client, this sub-section provide you with a place to register, do follow ups, and send quotations to your customers. You are also able to register and keep track of the total number of customers and all their contact details in the system.

To register a customer

Steps:

  1. Log in to the system
  2. Go to "Client Management" module under "Customer Relationship Manager" click on the "Customer Registration" link
  3. Click on the “Register Customer” button at the top left corner of the page
  4. “Add new Customer” form will pop out
  5. Fill in all the customer details accordingly in the provided fields, customer name and the contact details
  6. Click on “Add Customer” to save once done

To Access Customer List


Steps:

  1. Go to client management module
  2. Under “Customer Relationship Manager” click on the “Customer Registration” link
  3. Scroll down to “Customers List” to view all customers registered in the system