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CRM TDR: create a customer in your elloha Network Head file

Updated over 3 months ago

There are several ways of enriching your Prospects & Customers file:

  • Automatically, each time a customer books on your elloha Network Heads booking engine

  • Manually, when you import a file: see here

  • or, more simply, by creating them on demand!

To do this

  • In the main menu, on the left of your screen, click on the Clients menu ,

  • then on Create a contact,

  • all you have to do is fill in your contact's details!

  • You can also access the contact creation function from theContacts tab,

  • Simplyclick on Add a contact

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