CRM Phase 3 - Flipbook - Page 36
Customers
Click on the
Customers tab
Remove a record
from the list?
All customers based on the
selection processed are
displayed
YES
Tick under the
Delete column
NO
Double click on
the required
record to amend
YES
Change name or
address details?
The CRM customer
record is displayed,
click on Edit to make
changes
NO
Click on Exit from
the customer record
to return to the
Customers list
The amended list is displayed
ready for printing
Campaigns – Customers
02.030.06.L3 9304E
Refer to process 02.030.07 L2
Ignored Customers to continue
with the mailshot
Page 36 of 108
