Information on the MARKETING tab under the Customer detail.

How to record Customer’s referral?

At the Client Referral, you can enter the customer’s referral.

customer referral

 At Client Referral, enter the referral’s name. You can give reward points to customer for referring a new customer. Here is the setting where you can define the points.

Related: Reward Point For Referring New Customer.

Where to record the type of marketing of a Customer?

At the Marketing Referral, you can select the Marketing Referral for the customer.

The type of marketing referral can be set at the Setting for Marketing Technique.

record marketing1

Related: Set Marketing Technique.

 Where to set the contact preference of a Customer?

At the Contact Preference, you can select how the customer like to be contacted.

contact preference customer11

 Select the type of contact that the customer do not like.

 contact preference customer 22


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