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''

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