Assign New Customer for Digital Gold Plan
Assign New Customer for Digi Gold Plan
- Jeweller can instantly assign a plan to specific customers straight from DigiGold Dashboard or CRM.
- One Customer can be assigned to one or multiple plans.
- Any Customer who enrolls into the plan online is automatically as
- signed a Plan.
- Offline Customers need be assigned into a Plan Manually.
METHOD 1: Assign A Customer into a New Plan from DigiGold Dashboard.-
- Go to Digigold Tab > Plans.
- Click On Assign A Customer Button.
- Search for Customer’s Name.
- Enter the Required Details.:
- Select the Plan to be enrolled and system will auto pick Duration,Amount and Gold credit based on the information set in the plan to save time.
- Set Up Payment Date: By default Current date is selected,however jeweller add previous or future date as well.
- Set Up Payment Mode : Choose by which mode customer’s have made the payment.Ex. Cash.
- Enter Any Important Payment Reference.
- Enter Branch Details: This way you can identify which customer is from which branch.
- Enter Collection Manager’s name: to identify who received the payment for the plan.
- Set Up Remarks.
- Click Add and customer will be assigned to the Selected Plan.You have now successfully assigned a customer into a new plan.
- The details can be checked by clicking on Plan Info where you get exact details on data and analytics of the plan.
- To view Any Plan Analytics or check Customer’s List
- Go to Plans > Select the plan > View
Entire Details regarding the plan will be visible in the data and analytics Tab.
To Assign a Customer into a New Digital Gold Plan follow the steps:
METHOD 2: Assign a Customer into a New Plan From CRM.
This method can be used when you need to assign a plan for a specific customer via CRM.
- To Assign Digigold Plan Via CRM follow the steps:
- Go to CRM > Search the Customer Name.
- On the Right, Click on Digital Gold Plan Tab.
- Click on Assign a new Plan.
- Enter the Required Details.:
- Select the Plan to be enrolled and system will auto pick Duration,Amount and Gold credit based on the information set in the plan to save time.
- Set Up Payment Date: By default Current date is selected,however jeweller add previous or future date as well.
- Set Up Payment Mode : Choose by which mode customer’s have made the payment.Ex. Cash.
- Enter Any Important Payment Reference.
- Enter Branch Details: This way you can identify which customer is from which branch.
- Enter Collection Manager’s name: to identify who received the payment for the plan.
- Set Up Remarks.
- Click Add and customer will be assigned to the Selected Plan.
- Customer has been successfully assigned into a new plan.
- Under Customer’s profile in CRM,The Numbers of plan they are enrolled in will be visible.
- You can add a manual payment,Close their plan or add a Family Member/Agent information.
- Go to CRM > Search the Customer Name.