Frequently Asked Questions

What is a CRM?
CRM software consolidates customer information into a single CRM database so business owners can more easily access and manage it. A CRM for the SMB mark...
Mon, 7 Nov, 2016 at 4:26 PM
Will my data in the Clover Customers app appear in the CRM?
Customer CRM is is cloud based application, and all entries in the Clover Customers app will appear in the CRM app. And all changes made in the CRM app wi...
Tue, 8 Nov, 2016 at 5:57 AM
How do I add a customer to an order?
You can assign an existing or new customer to an order using the Customer:CRM widget in the Payment screen. Please watch the video below.
Sat, 19 Nov, 2016 at 2:59 PM
How do I add/delete customers to/from a segment?
The video below shows how customers are added to segments and deleted from segments..
Tue, 22 Nov, 2016 at 1:20 PM
What can the CRM app do?
The CRM app collects customer data  from your interactions with your customers automatically. This is used to send email and SMS marketing messages, and to ...
Mon, 19 Feb, 2018 at 9:44 PM
How do I confirm who got the SMS text and who claimed the offer?
Click on Campaign performance (Marketing->Campaign Performance) Click on Reports for the Specific Campaign.  When the report displayed like the belo...
Mon, 19 Feb, 2018 at 11:01 PM
If I add the same customers again the CRM, how are the duplicates handled?
The duplicates are automatically resolved by the system as below.  1. If a customer with the phone number already exists, the system will not allow crea...
Mon, 19 Feb, 2018 at 9:54 PM
How do I track who opted in to receive marketing?
The dashboard shows you the total counts of opted-in.  The CRM Customer listing shows the customers who have opted-in with Marketing Permiss...
Mon, 19 Feb, 2018 at 10:00 PM
How do I set up my own Customer Segments?
Click on Your CRM-> Segments Click Add Segments and Click the "ADD" button to create a segment. Now you are ready to add any custom...
Mon, 19 Feb, 2018 at 10:03 PM
How do I Import a client list?
Customer lists that are in the CSV format can be imported. However, the data in the columns need to be in the exact order as shown below and in the sample f...
Mon, 19 Feb, 2018 at 10:09 PM