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Quick Links

CRM Builder

Establishing Customer Groups

Customer Groups Report/wiki/spaces/Dev/pages/1409222

Customer Report


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Fodder for Thought - Customers

Set up Customer Groups based on frequency, sales transaction amount, or gross margin and target market to these customers specifically

Use the VIP Status to recognize your special customers at the cashier level

Use the recommended items feature by "Other Customers Purchased"


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Note: Customers are identified by store location, so each store can just access their own database of customers (reducing the storage of many names that may not be needed at the store). If the store wants customers from all venues, perform a sync of the customer base and customers from all locations will be added to the database.


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