Point-of-Sale / Direct To Consumer How-Tos
Introduction
This page will have links to question & answer style "how-to" pages, videos, etc.
Table of Contents
Articles Referenced in this Article
Articles that Reference this Article
Central Table References
- Adding A Club To An Existing Customer, Join A Club!
- Adding & Editing Customers and creating customer Contacts Using CRM & MCM
- Clearing A Customer Email On File Via "Bounce List" or "Unsubscribe List"
- Generating A List Of Customers By: Date & Time and Quantity Of Product Purchased
- Getting Started With Credit Card Token Refresh
- How to Calculate RFM Score - Recency, Frequency, Monetary
- How to set up a new Tasting Room
- New Customer Signup, Paper Method. Assigning A Sale To A New Customer Record
- Pulling Wine Club Lists By: Birthday, Anniversary, Joins, Quits
- Wine club lists: Will Call & Shipping Customers
, multiple selections available,