Customers

CUSTOMER PORTAL Training

This is a basic guide on how to add Accounts, Leads and Contacts. It will also show you how to add notes, and how to do customer look-ups. Soon a lot of information is going to be automatically added to our customers so that you have to do minimal data entry on tedious tasks.

Once logged into Elev8One, you can access the Customer Portal. Here you can view, add and edit Accounts, Leads and Contacts. Mostly we will be adding Accounts and Contacts. In the future our section leads will generate wholesale, and retail leads automatically using our Elev8 Presents's website's, instagram, and facebook.

Switching between Accounts, Leads and Contacts

You can switch between Accounts, Leads and Contact's by using the menu bar on the right, or more easily when you're doing a search you can just select the customer Type.

This is the "Type" next to the Search bar on Elev8One

EXISTING CUSTOMERS

Edit A Customer

To edit any customer simply click the "Edit" button of the Customer Card

ChangING INFORMATION

Once Editing a customer you can change pertaining to that customer type. There are very slight differences in Accounts, Leads and contacts. The Elev8 Development Team is still currently working on converting our data from pre-structured Zoho Data to our our Awesome custom data. If you have any ideas for new data to enter or something you would like to see added to a customer type please submit an Awesome Idea request here.

SAVING CUSTOMER INFORMATION

When done editing any information in an Account, Lead or Contact make sure to click the "Save" button so that your hard work does not get lost.
You can Add, and Save Notes just by clicking the "Save Note" button.
Also When you Add a contact to an Account it is Added automatically without saving. With that being said, after you add a Contact to an Account you need to close and reopen the Account to see that changes have been made. (This will be updated in the future to show updates live)

New CUSTOMERS

Add A New CUstomeR

To Add a new customer, navigate to Account, Leads, or Contacts depending on what kind of customer you would like to enter

Once you are on the appropriate section click the "Compass" in the bottom right hand corner and then click the "Add Customer" Icon. This will open a blank customer to edit in the chosen customer group.

EDITING A NEW CUSTOMER

When filling out a new Customer make sure to fill out all required information before hitting "Save".
Make sure to try and gather as much information from the customer as possible. The important ones for us our, Mobile Phone, Email, First & Last Name, as well as any social media.

TIP!: If the Account, Lead or Contact has a facebook page please add it! When you do this, I can pull the current posts, and images of the customer so we can see what they are currently up to. The Facebook, and all other Social Media Channels will be enabled soon in the Customer Cards of Elev8One.

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