Customer Source
To easily manage customers or customer groups, Nobi Pro supports the feature of creating customer sources to gather all customers from the same source into the system.
It can be seen that customer information flows into the system every day from many different sources, such as Facebook ads, websites, ladipage, Zalo, etc. Therefore, the Nobi Pro system supports a feature to set up customer sources to help online business owners manage easily.
To establish a customer base, first you need to go to Customer -> Customer Source
1. Add New Customer Source
Step 1: Click "Add Customer Source" -> Add Customer Source Form Displayed
Step 2: Enter Customer Source's Name
Step 3: Click ''Add''
2. Update Customer Source
To update the customer source, please follow these steps:
Step 1: Click the three dots on the right side of the customer source
Step 2: Click "Update" -> Update Form Displayed
Step 3: Enter this Update Customer Source Form
Step 4: Click "Update"
3. Delete Customer Source
To delete the customer source, please follow these steps:
Step 1:Click the three dots on the right side of the customer source
Step 2: Click "Update " -> Update Form Displayed
Step 3: Click "Delete''
Last updated