Nexved CRM allows you to set reminders for your customers, ensuring you never forget important tasks or follow-ups.
Here’s how to set customer reminders:
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Navigate to the Customer Profile:
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Go to the Customers section in the admin area.
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Select the customer profile for which you want to set a reminder.
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Click on the Reminders Tab:
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Once inside the customer profile, click on the Reminders tab.
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Set a Reminder:
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You can add a new reminder by specifying the date, time, and description of the reminder.
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The system will notify you when it's time to follow up with the customer.
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Setting reminders in Nexved CRM helps you stay organized and ensures timely follow-ups with customers, improving overall customer relationship management.