List Operations

Users can view the customer list and perform the following actions:

Add Tags

Set Customer Progress

Set Group

Add Follow-up Record

Transfer Customer

Share Customer

Release Customer

Delete Customer

Export Customer

Add Tags

Users can assign custom tags to customers for better categorization and organization

Update Customer Progress

Users can update and manage each customer's progress status through predefined stages

Set Group

Users can categorize customers into existing groups or create new groups as needed

Add ​​Follow-up Record

Users can document and maintain detailed follow-up records for each customer interaction

Transfer Customer

Users can reassign customers to designated recipients with configurable transfer settings

​​Share Customer

Users can grant access permissions to share customer profiles with selected team members

Release Customer

Users can voluntarily release customers back to the company's public pool for redistribution

Delete Customer

Users can permanently remove customer records after completing a mandatory confirmation process

Export Customer

Users can export complete customer profiles in various file formats for external use