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Search results for:customer care

Penny's Customer Care Cycle
Penny will automate a customized task cycle for each of your customers based on their order date! This article will show you how… What is the Customer Care Cycle?… How to Create a Customer Care Cycle
How to Use the Daily?
Every day you will receive tasks pertaining to prospecting, your Customer Care Cycle, and Team Care… Customer Care tasks will ensure a customer never falls through the crack… Customer Care Cycle Tasks
How to Delete a Task
From the Customer Care Section on the Mobile App 📱… "Customer Care" from the left-hand side of the page 2 - Select the task you want to delete… 2 - Select the task you want to delete. 3 - Select "Remove" 1 - Select Lists 2 - Select Customer
How to use Bulk Actions
Bulk Actions gives you the ability to select a large number of tasks from the Prospecting, Customer Care… or Contacts section and action them. 1 - Select Lists 2 - Select Prospecting or Customer Care… Care Section on the left-hand side of the page 2 - Toggle the "Select Multiple Tasks" on. 3 - Choose
Transitioning to a Penny Essentials account
You’ll have access to The Daily Contacts Management Prospecting Customer Care… Care Cycle Customer Information Order Information Any Back Office or your corporate… For any questions, please reach out to our customer support team in the Penny app
FAQs
If you are not seeing the Customer Care Tasks, please review the Customer Care Cycle Article that explains… Customer Care Tasks
Penny Essential vs Thrive Plan (Non-Integrated Accounts)
Customer Care Cycle Unique customer care cycle generated for each of your customers… <6 Customer Orders Add order details to customers… Contacts Centralize all of your customer and prospect information across social
What does "Expiring Tomorrow" mean?
As part of the Customer Care Cycle, Penny will create tasks for you to engage with your Customers at
Using the Smart Message feature to craft the perfect message
Open a task from the Daily, Prospecting, or Customer Care Section ​ 2
How to Complete Tasks
How to complete a task 1 - Select a task from your "Daily", "Customer Care" or "Prospecting… This will ensure you maintain communication with your Prospect until they become your Customer or Downline