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Customer management

Customer management

Search your CRM to find the customer's record, detailing all of their interactions with your business.

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7 articles in this collection
Written by Kirsty

How to log external emails in Appointedd

Include your unique email address in emails you send from your own email provider to log all emails in Appointedd.
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Written by Kirsty
Updated over a week ago

How to modify or delete a customer's details

Edit, modify or delete a customer's details from the customer record.
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Written by Kirsty
Updated over a week ago

How to add customers to Appointedd

Add customers to Appointedd to have a record of their activity with your business.
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Written by Kirsty
Updated over a week ago

How to import and export your customer lists

You can upload and download your customers to and from your Appointedd CRM. This can be done from your system using a CSV excel file.
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Written by Kirsty
Updated over a week ago

How to view all past communications with a customer

Learn how to navigate to the customer record and view all of the communications which have been sent to your customers from your system.
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Written by Kirsty
Updated over a week ago

How to take reviews from your customers

Take reviews from your customers on your microsite, or direct your customer to Google, Facebook, or your website with an automated email.
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Written by Kirsty
Updated over a week ago

How to group your customers with tags

Appointedd's customer tagging functionality allows you to add one or more tags to a customer to manage customer groups more efficiently.
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Written by Kirsty
Updated over a week ago