A CRM is a Customer Relationship Manager tool that helps you track and manage your relationship with your customers through the event bookings or products that they purchase from your website.
How can you use the Baluu CRM to manage customers:
1. Go to the Baluu Dashboard and select the 'People' tab, then press 'Customers'.
2. A new window will open with the 'Customers' page.
3. On the 'Customers' page you can select the 'View' button next to the customer whose information you would like to view.
4. A new window will open with the Customer information. Then select 'Edit Buyer' to edit the customer details.
5. Select the 'Save Changes' button to save your buyer's details.
To add notes to a customer booking, follow the article here.