Update Customer Profiles
As a valued user of Vacation Creation CRM software, we understand that navigating and utilizing all its features can sometimes be a bit overwhelming.
We constantly strive to improve our communication and support for our users. We have noticed that some users may be unfamiliar with certain features of our CRM, while others may have been using it proficiently for quite some time. Our goal is to bridge this gap and ensure that everyone is aware of the full range of capabilities our software offers.
The information shared will cover both basic and advanced features, ensuring that even experienced users discover new ways to optimize their workflow. We understand that it can be frustrating to request enhancements or features that are already available in the system. Therefore, we believe that this initiative will greatly enhance your overall experience and help you unlock the full potential of Vacation Creation CRM.
Let’s begin with today’s lesson – How to Update Customer Files
When agents first invite customers to join, customers will add in their profile information. But if a customer has been away or had a major life change, how do they update their information?
Just as you once did with the initial profile email, you will go to your customer’s profile page.
From there, you will click “Self-Service Invitation” in order to send a new invitation to update their profile page.
This new invitation will take your customers to the “Enter Information” page, and just like originally, will have the customers go through and add family members, anniversaries, and more.
From there, customers can double-check that all the information is correct, hit save, and be ready for their next adventure!
Should you have any specific questions, concerns, or suggestions regarding our CRM software, please don’t hesitate to reach out to our dedicated support team. We are here to assist you and ensure your success with Vacation Creation CRM.
Thank you for your continued partnership and for being an essential part of our community. We look forward to empowering you with the knowledge and tools needed to make the most out of our CRM software.
The Marketing Teams at Vacation Creations