CleanCloud

Learn how to segment customers into personalized groups in CleanCloud for better reporting, management, and targeted marketing.

How to Create and Manage Customer Groups

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Customer Management

Add a Customer

Edit Customer Details

Learn how to merge duplicate customer entries in CleanCloud, consolidating orders into a master profile with this step-by-step guide.

How to Merge Customers

Learn how to delete or reactivate customers in CleanCloud, manage duplicate accounts, and enable customer self-deletion via the app.

How to Delete and Reactivate Customers in CleanCloud

Customer Basics

Learn how to manage customer details efficiently in CleanCloud’s CRM, including orders, stats, messages, payments, and more.

Customer CRM

Customer Default Payment

Learn how to assign custom price lists to specific customers or orders in CleanCloud for efficient pricing management.

How to Assign a Price List to a Customer or Order

You now have the ability to add a secondary phone number to each customer's information in addition to their primary number.

Secondary Customer Phone Number

Learn how to track customer sources in CleanCloud to optimize marketing efforts, improve acquisition insights, and grow your business.

Tracking Customer Sources: “Where Did You Hear About Us?”

Customer address - split into sections

Add a customer's gender and birthday

Hotel Customers

Customer Details

Product Updates

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Track the progress of all tickets related to your company.

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