To get started, log into your CaptainBook dashboard. Once logged in, navigate to the Customers tab located in the menu bar at the bottom left of your screen. This tab provides you access to a basic CRM (Customer Relationship Management) system.
Using the CRM System
In the Customers tab, you can manage all aspects of your customer database. Here’s what you can do:
Edit a Contact: Click on any customer's name to open their details. From there, you can update their information, such as their name, contact details, or any other relevant data.
Delete a Contact: If a contact is no longer needed or is outdated, select the delete option next to the customer’s name to remove them from your database.
Add a New Customer: To add a new customer, click on the Add New Customer button. Fill in the required fields with the customer's information and click Save to add them to your list.
Import and Export Contacts: If you have a list of customers from another platform or database, you can easily import them into CaptainBook. Similarly, you can export your current list of contacts for backup or use in another system.
Thank you for joining us in this brief presentation of the CRM tab! By using this feature, you can effectively manage your customer relationships and maintain an organized customer database.
If you have any questions or need further assistance, please don’t hesitate to contact our support team.