NOBIV2 SUPPORT CENTER
  • OVERVIEW
    • Dashboard
    • Performance Tracking
      • Marketing Effectiveness
    • Shipping Report
      • Order Report
        • Overview
        • Statistics Of Returned Orders
      • Inventory Report
      • Import & export report
      • Delivery Report
    • Sale Report
      • Sale Agent Ranking
      • Revenue Report
      • Sales Report
      • Sale's data report
    • Maketing campaign
      • Ads Channel Report
      • Coupon usage
  • CUSTOMER
    • Customer
      • Add customer
      • Manage Customers
      • Customer Detail
      • View Settings
      • Export Customer File
      • Transfer Customer Group
      • Transfer into lead
      • Reassign to other staff
      • Transfer to another branch
      • Share branch
      • View customer purchase history
    • Customer Group
    • Customer Source
    • Coupon
  • NOBI CHAT
    • Conversation
      • Facebook conversation
      • Zalo conversation
      • Shopee conversation
      • Lazada conversation
    • Posts
    • Setting
      • Connect
        • All
        • Facebook
        • Shopee
        • Lazada
        • Zalo OA
      • Nobi Chat setting
        • Facebook
        • Nobi San
        • Zalo OA
  • NOBI SALE
    • Lead Management
      • Import/export lead file
      • Add Lead
      • Lead Devide Configuration
      • Action with Lead
    • Telesales
    • Voip Switchboard
    • Tasks / Results
      • Setting
      • Tasks
      • Results
  • NOBI POS
    • Order
      • Over view
      • Nobi
      • Shopee
      • Lazada
      • Tiktok
    • Handing over to Shipping unit
    • Cross-check
      • Payment Cross-check
      • Return order Cross-check
  • PRODUCTS
    • Product Management
      • Nobi Product
      • E-commerce Product
        • Shopee Product
        • Lazada Product
        • Tiktok Product
      • Product portfolio
    • Supplier Management
      • Supplier
    • Warehouse Management
      • Goods receipt
      • Warehouse transfer note
      • Imported return slip
      • Cancellation slip
      • Refund receipt
      • Ecommerce
      • Missing goods receipt
      • Inventory checking sheet
  • AUTOMATION
    • Automated customer care
  • MARKETING
    • Marketing Campaign
      • Overview
      • Campaign Lists
    • Customer support campaign
      • Overview
      • Customer support campaign
      • Setting
  • App Store
    • All Application
      • Payment History
    • Print Sample
  • CHANNEL CONNECTION
    • Connect Channel
    • Connect to Delivery Firm
    • Seller application
      • Connect to Kiotviet software
      • Connect to Nhanh.vn
    • In-store Sales
    • Landing Link
  • SETTING
    • General Setting
      • Setup company information
      • Setup Company
        • Warehouses
        • License
      • Setting Customer
        • General Setting
        • Coupon Type
        • Customer Group
        • Customer Source
        • Tagging Customer
      • Nobi POS
        • Order Source
        • Add Order Tag
        • In-store Sales
        • Setup Order Displayed
        • Print Order
        • Product and Order Source
        • Inventory
        • Packing and Shipping
        • Discount and Refunds
        • Other Settings
      • Nobi Chat
        • Install Facebook
        • Install Zalo
        • Install Shopee Chat
        • Install Lazada Chat
      • Nobi Marketing
        • Campaign Group
        • Ads Channel
        • Connect Type
        • Form Web đăng kí
        • Key API
      • Nobi Automation
        • Automatic MKT group
      • Data fields
        • The field displays customer
        • The field displays company
        • The field displays contract
        • The field displays product attribute
      • Other Setting
        • Contract category
        • Danh mục báo giá
        • Cash book type
        • Trạng thái công việc
        • Danh mục tài liệu
        • Payment methods
        • Loại chi phí chiến dịch
        • Loại chi phí cơ hội
    • Branches
    • Departments
    • Position and authority
    • Staff
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  1. CUSTOMER

Customer

The "Customer" feature of the system helps you manage all your customer information fully and conveniently.

PreviousCoupon usageNextAdd customer

Last updated 1 year ago

In business, the flow of customers coming and going is never fixed. However, managing customers effectively, acquiring new customers, and retaining existing ones is always the most challenging aspect for entrepreneurs.

To achieve this, you first need to manage your customers effectively. With smart search tools and filters for various statuses, you can analyze and form lists of new customers and loyal customers to develop appropriate customer care strategies for each group. This will help drive the acquisition of new customers and the retention of existing ones.

The customer list is always updated when you add new customers through order creation or manually adding new customers.

At the Nobi Pro admin page, to monitor and manage customers, go to Customer -> All. The customer list is always updated when you add new customers through order creation or manually add new customers. The interface will be displayed as shown below:

The customer feature of Nobi Pro will help you perform operations such as:

  • Add new customers

  • Manage customers

  • View customer details

  • Export customer files

  • Transfer customers to different groups

  • Convert to leads

  • Change the person in charge

  • Transfer branches

  • Share branches

  • View customers' purchase history.

Let's explore each feature right now!