CUSTOMER
This module encompasses comprehensive details of all customers. Please note that customer creation occurs in the Leads module. When you dispose a lead, the lead is converted to a customer.
Counters
Counters play a pivotal role in providing quick insights into the current status of customers. There are two counters available:
-
Total Customer: Click to access a list of all customers.
-
Today’s Customer: View a list of customers created on the current day.
Filter
Filters are used to refine the data displayed on the customers dynamically according to your specific requirements. You can utilize filters to focus on specific criteria such as Customer Name, Customer Email, Property Type, Project, Select Aging and Last Updated Date.
Customer List
View customer details including Customer Name, Email Address, Contact Number, Created By, Assigned To, Created Date and Action Buttons.
View Customer
Clicking on the "View Customer" button provides detailed information categorized into sections:
Customer Info
You can view or edit customer info
View Customer Info
You can view Customer Info
- Customer Name
- Customer ID
- Contact Number
- DOB
- Gender
- Employment Type
- Project
- State
- City
- Pincode
- Allocated To
Edit Customer Info
You can edit customer info
- Name
- Last Name
- DOB
- Gender
- Employment Type
- State
- City
- Pincode
Lead Details
You can view lead details
- Lead ID
- Name
- Contact Number
- Project
- Status
- Allocated
- View Lead
Booking Details
You can view booking details
- Booking ID
- Property Price
- Discount
- Sale Price
- Project Name
- Created At
- View Booking
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