Add New Follow-Up

Customer details are editable (except Customer Name) by clicking on the pencil mark. Order Date, Source, and Assignee can also be edited in this view.

Quick Follow-ups

Quick follow-ups can be added by clicking on the “Call” mark. The following options are available:

• The follow-up status can be changed.
• The subject will be automatically filled based on the selected response: Hold / Reject / Wrong No / Not Answered / Duplicate / Fake.
• The next follow-up date can be set with a remark.
• If “Convert as Sale” is clicked, the default follow-up status is set to “Won” and the entry will be listed in the sales list.
• If “Reject” is clicked, the default follow-up status is set to “Lost”.
• The added follow-up will be listed in the follow-up history/timeline.

Follow-Up Info

• View all added follow-ups with the data filled in for each follow-up.
• Used to track communication or actions related to an order.
• Click the Call icon to add a quick follow-up, choose the status, add remarks, and set the next follow-up date.
• Follow-ups are logged in the timeline for future reference.

Banning a Customer

1. Navigate to the Follow-Up Section: In the main menu, go to Order Management > Order List > View History.
2. Select the Customer: You’ll see the customer profile in the Follow-Up section with the customer’s details and follow-up status.
3. Trigger the Ban Process: Click the “Ban Customer” button and confirm the action in the dialog box.
4. Review Follow-Up Status: Check the follow-up history for any remarks or actions taken.
5. Customer Profile Update: After banning the customer, their profile will no longer be available for follow-ups.

Note: If the customer is banned, their profile will be marked as “Banned Customer” and displayed with a red theme.

Customer Rating

The customer rating is calculated as follows:

Rating = (Delivered Orders / Total Orders) × 5

Example: If a customer has 90 delivered orders out of 100 total orders, their rating would be ⭐⭐⭐⭐½.

Order History

View the order history for the selected customer. This includes all orders made by the customer.

Default View:

Expanded View:

Sales History

View the sales history for the selected customer. This includes all sales made by the customer.

Default View:

Expanded View:

Order and Sales Conversion

The count of orders and sales from the selected customer can be viewed. You can convert an order to a sale by clicking “Convert as Sale” with the default status of “Won.”

Additionally, you can add a follow-up log from the quick action button.