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Find out how to create a new Customer Event

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CRM.COM Software allows you to create Customer Events which can either be financial and marketing events performed by customers and are registered within CRM.COM in order to be rewarded or additionally processed by other functions of CRM.COM. Customer events can be created manually through Web API or the User Interface or automatically by the system.

In this manual we will explain how you can manually create Customer Events via the User Interface. 

All Customer events are created via the dedicated page of Customer Events. Each of the Event Types have a different set of attributed that need to be set. Below there is a list with different manuals explaining how you can create each of the Customer Events.

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Note

Visit Understanding Customer Events for business examples related to Creating Customer Events


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