The String knowledge base
  • Welcome to The String đź‘‹
  • About The String Solutions
    • About Us
    • The Challenge We Try to Solve!
    • How Does The String Help?!
  • Getting Started
    • Signing Up
    • Dashboard Navigation
    • Complete Setup Your Business Profile
      • Create a new branch
      • Create a new category
      • Add a new brand
      • Add a new product
      • Add a new service
  • How To?!
    • Manage Leads
      • Add New Lead
      • Import Leads
      • Export Leads
      • Filter Leads
      • Customize Leads List View
      • Quick edit lead Info
      • Convert Lead to Customer
      • Assign Lead to Agent/Team Member
      • Send Bulk SMS/Emails
      • Manage Lead Profile
      • Delete Leads
    • Manage Customers
      • Add New Customers
      • Export Customers
      • Customize Customers list View
      • Assign Customers to Agent / Team
      • Customer Profiles
      • Delete Customers
    • Manage Branches
    • Manage Team
      • Create Departments
      • Add Team Members
      • Assign Roles and Permissions
    • Manage Product & Service
      • Add New Product or Service
      • Customize Product/ Service List view
      • Delete Product or Service
    • Manage Public Forms
      • Create new public form
      • Edit forms
      • Embed form into website
      • Analyze Forms
      • Delete form
    • Manage Email Templates
      • Create a New Email Template
      • Edit an Existing Email Template
      • Delete an Email Template
    • Manage Tasks
    • Manage Media & Files
    • Manage Campaigns
      • Customized Forms
      • WhatsApp Messages "soon"
      • SMS "Soon"
      • Email Marketing
    • Manage Automations
      • Leads Journey
      • Segments
      • Sequences
      • Chat Bot "Soon"
      • API and Third-party Integrations - "Coming Soon"
  • Account Management
    • Create an account
    • Reset & Change password
    • Deleting your account
  • Subscription and Pricing
    • Understanding Different Subscription Plans
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  • FAQs
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  1. How To?!

Manage Customers

Track service requests, customer interactions, and contracts in a centralized system for better customer relationship management

PreviousDelete LeadsNextAdd New Customers

Last updated 10 months ago

Imagine your business as a bustling hub where opportunities flow in from various channels—social media, ads, SEO efforts, and more. Each customer represents a potential connection waiting to be cultivated.

Expanding your customer base is essential for business growth. Here's how you can add a new customer to The String platform, whether by converting leads or importing data.

Export customer base for external analysis or backups.

Tailor how you see your customers. Filter and organize them based on criteria that matter most to you, ensuring you always have the right information at your fingertips.

Distribute customers among your team members for personalized follow-ups. Assign them to specific agents or teams based on their expertise or workload.

Managing customer profiles allows you to access, update, and keep track of important client information such as contact details, documents, and activity logs.

Keeping your customer database up-to-date is essential for smooth business operations.

Communication Made Simple with

Reach out to multiple customers at once with targeted or . Keep them engaged and informed throughout their journey with your brand.

Customize Your View
Assign to Your Team
Customer Profiles
Delete Customers
Campaigns
SMS
email campaigns
Add New Customers
Export Customers