Add new customers

Customers are individuals or organizations that a business is directing its marketing efforts to. They are the ones who have the ability to make purchasing decisions.

Adding a new customer is a basic operation for you to initialize customer information and manage revenue, debt, and customer care in the future transaction process.

To use the Add New Customer feature, follow the instructions below.

Method 1: Add new information for each customer

+ Step 1: Click in the top corner of the screen. Select Contact.

or go to the customer list and click

+ Step 2: Enter the information about that customer according to the available fields such as: Full name, Country, Address, Email, Phone number...

+ Step 3: Click to save the customer information just entered.

* Note:

- Fields marked with * are required fields and cannot be left blank.

- The system checks the same data with the following 2 cases: Duplicate Name and Phone Number or the same Name and Email will give an error warning that data cannot be saved.

- Fields to pay attention to:

+ Type: Currently, the system divides customers into 3 types: Individuals, Enterprises and Administrations.

+ Assign to: Assign customers with the same unit together.

Example: In case company A has an employee contacting company B to book a tour, then another employee also contacts the same thing. At this time, the "Assign to" function is used so that the system understands that the two contacts of these two employees are the same unit.

+ Responsible person: Employee in charge of this customer.

+ Customer Type: Categorize customers into files: Leads, Potentials, VIPs, Old Customers... (These files are already installed in the system). View details here

+ Source: Where does this customer data come from, for example: Self-searched sales staff, company personnel, website... Actively manage customer origins in the Category > Source (View details here)

Method 2: Use excel file to import customer list

+ Step 1: At the interface with the role of Sales/Marketing, click Customer

+ Step 2: In the list of customers, in the upper right corner, please click & click to download the sample excel file on the customer list to your computer.

Enter the customer information according to the required fields (Marked by Red or Yellow)

Note:

- Must not move the position of columns in the excel spreadsheet

- Optional fields can be added later

- When copying data to the file, select Paste values only

+ Step 3: After completing the information, "Choose File" và "Upload" to insert customer data into the TravelMaster software system