How to Search a customer by City, Ethnicity, Gender or language etc. in CRM
How to Search a customer by City, Ethnicity, Gender or language etc. in CRM
Here's an explanation for each step:
Step 1: Login to JWERO dashboard and select the Option "CRM".
Step 2: Navigate to the "Search" feature within the CRM.
Once the user is logged in to the CRM, they should look for a search bar or button within the dashboard, This step explains that the search feature can be used to find customers based on their name, WhatsApp number, or email address.
Step 3: Use the "Filter" option for advanced searches based on additional information.
If the user wants to search for customers using additional criteria such as their city, ethnicity, gender, or language, they can use the "Filter" feature within the CRM. This step explains that the user should select the relevant filter options and the field will be populated with the selected filters automatically. This makes it easier to search through large amounts of data quickly.
4. Select and "UPDATE". Automatically filtered customers are list comes on left hand side so can select and check accordingly.