Customer 360 View
The Customer 360 (C360) View consolidates all individual customer data and interactions into a single, comprehensive dashboard. It provides a deep understanding of each customer, enabling your teams to deliver personalized service, make informed marketing decisions, and resolve issues efficiently.
Part 1: Finding and Accessing a Customer Profile
Step 1: Search for a Customer To begin, navigate to the Customers section from the main menu. On...
Part 2: Understanding the C360 Dashboard
The C360 View is organized into several key sections to give you a complete picture of the custom...
Part 3: Managing Customer Information and Status
A. Editing Personal Details You can easily update a customer's information directly from their p...
Part 4: Interacting with Loyalty, Coupons, and Timeline
A. Loyalty Panel: This section shows a complete overview of the customer's loyalty status. Loy...
Best Practices
Review Before Engaging: Before a customer service call or in-store interaction, take a moment...
Common Use Cases
Customer Service Inquiry: A support agent uses the C360 timeline to see a customer's recent p...
Troubleshooting & FAQs
Q: Why is the "Top Category Report" empty? A: This can occur if the customer is new and has not ...