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- help.kilbil.ru
- Центр поддержки kilbil
- Клиенты. Сегментация. Теги
- Работа с базой клиентов
- Как отобрать клиентов без заполненных данных
Как отобрать клиентов без заполненных данных
Иногда в базе данных встречаются клиенты, у которых по каким-либо причинам не заполнены данные в карточке.
С помощью отбора клиентов в разделе Меню: CRM → Клиенты вы можете найти таких клиентов и заполнить недостающие данные в карточке.
Шаг 1. Зайдите раздел Меню CRM → Клиенты.
Шаг 2. В поле поиска клиентов нажмите "+".
Шаг 3. Поставьте галочку напротив нужного параметра отбора.
Шаг 4. Нажмите Применить.
Внизу вы увидите одного или несколько клиентов, которые удовлетворяют указанным условиям поиска.
Для нового поиска вначале нажмите Сбросить.
Кнопка "Выбрать всех по фильтру" отметит галочкой всех клиентов с выбранными параметрами на всех страницах с клиентами.
Шестеренка поможет настроить количество отображаемых строк на странице.
Была ли статья полезна?