Knowledge base
Knowledge base
How do I start?
How do I start?
How to Get Started with CRM HelloClient?
Quick Start
Client base upload
Tickets
Tickets
Ticket base upload
Ticket management
Change for cash payments
Ticket fields
Statuses setup
Personal filters
Messages from tickets
How to delete a ticket
Deposit (prepayment)
Ticket's deadline
Ticket's history
The ticket has several executors
Payment and closing the ticket
Closing the ticket without payment
Products on the ticket
Comments for the client
Ticket search
Client base upload
Service's self-cost
Ticket's refunding
Barcode scanner
Service expense
Tickets table in CRM
Clients
Clients
Client base upload
Customer reviews
Customer Notifications
Inventory
Inventory
Products upload
Categories
Adding new products
Barcode scanner
Payments
Payments
How to count finsnces
How to delete a transaction
POS (Point of sales)
POS (Poin of sales)
How to sell products and services
Return of the goods
Filter in the shop
Barcode scanner
Adding a Customer to a Sale
Tasks
Tasks
Marketing
Marketing
Customer Reviews
Customer Notifications
Ticket status for website
Analytics
Analytics
Trends in CRM
Staff commission setup
How to delete faulty comission
Employees
Employees
How to add users (employees)
Employees' permissions
Employee Permissions by Status
Hide the cost price from employees
Staff commission setup
Login
Staff notifications
Deleting an employee
How do I install the app?
Settings
Settings
Employees' permissions
Hide the cost price from employees
How to add a new location (workshop/branch)
How do I edit receipts?
Handbooks
Staff notifications
Statuses setup
Services
Company setup
How to add users (employees)
Deleting an employee
Tickets number's meter
SMS setup
Dark mode
How do I install the app?
How do I change the language setting?
How do I copy documents into a new workshop?
How to add a logo to a receipt
Login
What do I do if the program slows down?
Tender
Tender
License
License
How do I pay for the app?
What happens if you miss the payment?
Integrations
Integrations
Ticket status for website
Auto-fill based on IMEI
Bulkgate
Barcode scanner
Helloclient knowledge base
Adding a Customer to a Sale
Optimization of Sales Using the Customer Binding Feature with HelloClient CRM
Customer Binding to Sales:
You can now quickly and easily add a customer to any sale, preserving their purchase history and optimizing your business processes.
Creating a New Customer On-the-Spot:
Didn't find the required customer in the list? No problem! Create a new customer right in the process of making a sale!
Control of Unpaid Sales:
Keep track of customers' unpaid sales to take necessary actions in time.
Editing Information After Closing:
Add or change customer information even after the sale is completed.
Printing Receipts with Customer Information:
Now you can print receipts with customer information for more accurate accounting and reporting.
Creating a Sale from the Customer Card:
Start the sales process directly from the customer card, making business processes faster and more convenient.
Flexibility in Working with Sales:
If necessary, you can make a sale without linking it to a specific customer.
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