After each transaction, ask your customer to join your marketing program with an email address and/or phone number to receive your discounts and promotions.
1. On Register when you are on the Payments screen, you will see a "CUSTOMER CRM" button.
2. Tapping on the CUSTOMER CRM button will bring up the below pop up box with the following options - lookup an existing customer, add new customer or scan a code
3. Tapping on Create a New Customer allows you to add a new customer to your CRM. You need an email or phone number yo get started, and check the "Has allowed marketing". The information entered and saved will automatically get synched with the Clover Customer app
ALTERNATIVELY, YOU CAN ADD A NEW CUSTOMER IN THE CRM APP DIRECTLY
Click on Add Customer