Name: Home - Awesome Shop
Uploaded: 2025-08-05
Description: Home - Awesome Shop

How to Follow Up with Inactive Customers Using CRM Module

Introduction and CRM Module Access

Creating Follow-up Categories

Selecting Customers with No Transactions

Assigning Follow-up to Users

Setting Follow-up Details and Notifications

Viewing and Managing Follow-ups

Adding Follow-up Logs and Changing Status

Conclusion

This video tutorial explains how to use the CRM module to follow up with customers who have not visited or made transactions in a specified period, such as 10 days or one month. It demonstrates setting up follow-up categories, selecting customers based on transaction inactivity, assigning follow-up tasks to users, and managing follow-up statuses and logs.

Home - Awesome Shop