If your company has chosen to have the Skynamo RFM analysis, you will be able to see the customer status on your iOS mobile app.
This will range from New customers, At Risk customers, and Potential Loyalists, among others.
The first place you will see this will be on the customer list. To the right of each customer it will display their status.
You can also use your filter option to filter by a specific status, to focus for example on all the At Risk customers, or the Potential Loyalists in the area you are in.
Once you have selected to filter your customer list you can choose the status you would like to view.
This will display the chosen customers on your customer list.
If you want to see the full customer list again, just remove/reset the filter. You can see the status and further information for a specific customer by selecting the customer profile.
Once the profile has been selected, you will see the option to navigate to the Customer Insights.
This page will show you; the customer status, the total Invoiced value this month, the last invoiced total, and the last date the customer was visited. You can also click on the (i) icon for further tips on this specific status.
If you are experiencing any issues, please contact our support team by mailing us at [email protected].
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