Jüulio™ offers a seamless transition from managing leads to handling customers and clients within its integrated platform. This tutorial will guide you on how to convert leads into customers or clients, manage their information, and effectively utilize the system to enhance relationships.
Accessing the Contacts Section
- Navigate to Contacts: Log into your Jüulio™ account and go to the Contacts section. Here, you can manage all entries, including leads, customers, and clients.
Adding a Customer
- Convert a Lead into a Customer:
- Select a Lead: Choose a lead that you want to convert into a customer.
- Edit Lead Details: Click ‘Edit’ on the selected lead’s profile.
- Change Contact Type: In the editing interface, change the contact type from ‘Lead’ to ‘Customer’.
- Enter Additional Details: Input or verify the customer’s address, and any relevant project information.
- Save Changes: Complete the process by saving the changes, which will move the lead from the ‘Leads’ section to the ‘Customers’ section.
Inviting Customers
- Send an Invitation:
- Initiate Invitation: Similar to inviting leads, you can invite potential customers by entering their name, phone number, and email address.
- Send the Invite: Once the invitation is sent, recipients can fill in their information on their end, which syncs directly into Jüulio™.
Managing Client Conversions
- Convert a Customer to a Client:
- Select a Customer: Choose a customer who needs to be converted into a client.
- Edit Customer Details: Click ‘Edit’ on the customer’s profile.
- Update Contact Type: Change the contact type from ‘Customer’ to ‘Client’.
- Verify Information: Confirm the address, project type, and assigned employee.
- Save Changes: Save your updates, which will transfer the profile from the ‘Customers’ section to the ‘Clients’ section.
Viewing and Editing Clients
- Access Client Profiles:
- Search for a Client: Use the search function to find the newly converted client.
- View and Edit Details: Review and, if necessary, update the client’s information to ensure all data is current and accurate.
Deleting or Modifying Client/Customer Information
- Modify Information:
- Edit Details: Both customer and client profiles can be edited to update contact information, project details, or any other pertinent data.
- Delete Profiles: If a customer or client is no longer engaged with the business, their profile can be removed from the system to keep your database up-to-date.
Conclusion
Managing customers and clients in Jüulio™ streamlines the process of nurturing leads into lasting business relationships. By following this tutorial, you can ensure that your customer and client management is as efficient and effective as possible, leveraging Jüulio™’s powerful CRM capabilities to foster better business connections.