Customer Source
To easily manage customers or customer sources, Nobi Pro supports the feature of creating customer sources to gather all customers from the same source into the system.
Last updated
To easily manage customers or customer sources, Nobi Pro supports the feature of creating customer sources to gather all customers from the same source into the system.
Last updated
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 set up a customer source, first you need to go to Setup -> General Settings -> Customer Source.
Step 1: Click "New customer source" -> The form to add a new customer source is displayed
Step 2: Enter customer source name
Step 3: Click "Add"
To update the customer source, please follow these steps:
Step 1: Click on the three dots on the right side of the customer source
Step 2: Click "Update"
Step 3: Fill in the information on the Form Step 4: Click "Update"
If you want to delete the customer source, please follow these steps:
Step 1: Click on the three dots on the right side of the customer source
Step 2: Click "Update"
Step 3: Click "Delete"
Step 4: Click "Update"
Once "Customer Sources" are deleted, they will be archived and managed in the Archived tab after successful deletion. Users can either restore the customer source or permanently delete it from the system.
To restore your customer base, please follow these steps:
Step 1: Click on the three dots on the right side of the customer source
Step 2: Click "Restore"
Step 3: In the delete confirmation popup, click "Restore"
To permanently delete a customer source, please follow these steps:
Step 1: Click on the three dots on the right side of the customer source
Step 2: Click "Delete"
Step 3: In the delete confirmation popup, click "Delete"
