😎Manage Customers

Manage Customers

Welcome to the Manage Customers section of the RefrMe Customer Documentation! This guide will help you efficiently manage your customers using RefrMe's powerful features. Here’s an overview of the key functionalities you'll find in this section:

Add a Customer

Easily add new customers to your system. Input essential details to ensure each customer is tracked and managed effectively, allowing for seamless integration into your referral program.

Filter Customers

Quickly find and organize your customer list with advanced filtering options. Sort customers by various criteria such as name, date added, or incentive status to streamline your management process and ensure efficient tracking.

Update Customer Information

Easily update customer details such as name, contact information, and other relevant data. Keeping customer records accurate and up-to-date is essential for effective communication and management.

Customer Incentive Status

Verify if a customer has received their incentive. Keep track of all incentive payments to maintain accountability and foster trust among your customer base. Ensure that all customer incentives are tracked and distributed properly.

By utilizing these features, you can effectively manage your customer base, maintain transparency, and ensure that all incentives are appropriately handled. Maximize your customer management capabilities with RefrMe's comprehensive tools.