The customer actions are used to manage tasks related to our customers. For example, calls, order follow-ups, visits, etc.

Configuration in the back-office

1. Access the back-office of Revo RETAIL.

2. Click on Configuration / CUSTOMER ACTIONS.

3. Click on +New.

  • Name: Enter an identifying name.

4. Click on Save.

Use in the app

Once customer actions are created in the back-office, we can use them from the Revo RETAIL app.

These allow us to generate actions for our customers, reminding us of tasks to be performed according to what we have set.

If we enter the app, at the top right, we can see the icon , which, if clicked, allows us to access all open or pending customer actions.

There is also a button at the bottom, View completed tasks, which will show us completed actions.

We can also view pending or past actions, or the history of actions already performed by a specific customer. To do this, in the list of customers, click on the button for the respective client.

Just like before, clicking on View completed tasks will show us the history of completed actions.

To create a new action for the customer, click on the button.

A new window will open where you need to fill in three fields:

  • Type: Select the type of action to be performed.

  • Action: Description of the action to be performed.

  • Date: Set a date on which the action will be performed. This also serves as a reminder.

Press on Save.