A Customer Profile in Retention Pro can provide information on a customers spending, vehicles, repair orders, and marketing history as well as their contact information.
To open a customer’s profile in Retention Pro you would first click on the Magnifying Glass icon at the top right of the screen. For more information on the icons please see What Are The Icons At The Top Right For?
Then, type their name into the search box and select the desired customer from the list of matches that populates below the search box.
Once you click on the customer name from the list it will open their Customer Profile.
For more information on what information is available on the customer profile and how to navigate it please see Customer Profiles in Retention Pro