The Customer Management feature of Rayse allows you to ensure your client information is aways up-to-date. Whether you're adding new contacts or updating existing ones, Rayse offers a streamlined approach to manage your customer's information effectively.
Accessing the Customer Management Section
On the main dashboard of Rayse.
on the left navigation you will find the "Client" tab to view your client list.
Create a New Client
Click on the "+ New Contact" button.
Fill in the necessary details: Name Email Address Phone Number
Do you want to attach this client to a Journey?
When you answer "Not Really", the contact will be added to the existing contact list.
Do you want to attach this client to a Journey?
When you answer "Yes", you will be able to select the Journey from the pull-down tab and attach them to a Journey.
Making Changes to the Client Information
Making Changes to the Client Information
Until the client accepts the invitation to launch their Rayse client portal, the agent can make changes to the Client contact details. This includes Name, email, mobile number, etc. Simply click in the field and make the necessary changes.
How do we know the client has not yet accepted the account invitation? Just under the Client Name you will see the following:
Client Updating their own information:
Once a client has accepted the Journey, they may make changes and updates to their data. At the top right of the client portal is the Menu Option. When opening the menu option they can select to update their account.
Change their first and last name
Change the email address
And update their telephone number.
