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What is the purpose of Customers section of the Renterra system?
What is the purpose of Customers section of the Renterra system?
Updated over 6 months ago

Understanding the Customers Section of the Renterra System

The Customers section is an essential part of the Renterra system that allows you to store, manage, and update customer information in one convenient location. In this article, we will discuss the purpose of the Customers section and how it can benefit your business.

What is the Customers Section?

The Customers section is a feature within the Renterra system that allows you to keep track of all your customer information in one place. This includes contact information, account details, key contacts, and order history. By having all this information in one location, you can easily access and manage it whenever needed.

Why is the Customers Section Important?

The Customers section is crucial for businesses of all sizes as it helps streamline customer management processes. By having all customer information in one place, you can save time and effort by not having to search through multiple systems or files to find the information you need.

Additionally, the Customers section allows you to view important metrics at the customer level, such as revenue and payment status. This can help you track the performance of each customer and make informed decisions about your business.

How to Use the Customers Section

Using the Customers section is simple and straightforward. To add a new customer, click on the "Add Customer" button and fill in the required information. You can also import customer data from external sources, such as a spreadsheet, to save time.

Once you have added a customer, you can easily update their information by clicking on their name in the Customers list. This will take you to their profile page, where you can make any necessary changes.

In addition to managing customer information, you can also view important metrics and live statuses for each customer. This can help you stay on top of your business and make informed decisions.

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