Nextour | CRM (Customer Relationship Management)

CRM (Customer Relationship Management)
How to view an existing customer
Select the “CRM” Tab on the left-hand side of the screen. The left-hand side of the screen show a list of the current customers. The right-hand side of the screen shows the details of the specific customer. Type the name of the customer in the ...
How to create a new customer
Once you have performed a very thorough search to make sure the customer isn’t loaded, click on the “New” button. A blank template will open as follows: Complete the information as necessary on all of the tabs and click “Save”. The new customer will ...

Nextour | CRM (Customer Relationship Management) | Help Center