Adjusting Customer Loyalty Points in Lead Connector

Adjusting Customer Loyalty Points in Lead Connector App

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Objective

This SOP outlines the steps to adjust a customer's loyalty points using the Lead Connector app.

Key Steps

1. Open Lead Connector App 0:00

• Launch the Lead Connector app on your device.

• Locate the icon that represents a person on the lower right-hand side of the screen.

2. Search for Customer 0:10

• Use the search function to find the customer by entering their:

  • Name

  • Full phone number

  • Email address

• Select the customer's name from the search results.

3. Access Loyalty Points Folder 0:25

• Once on the customer's profile, look for the folder labeled 'Loyalty Points'.

• Click on this folder to view the current points.

4. Edit Points 0:35

• Click the edit button to modify the number of loyalty points.

• Change the points to the desired amount (e.g., adjust to 6 points).

5. Save Changes 0:46

• After making the adjustments, click 'Save' in the upper right-hand corner of the screen.

• Ensure that the points are saved correctly.

6. Verify Changes 0:46

• Go to the notifications tab located on the lower left-hand side of the app.

• Check for a notification confirming that the points have been adjusted.

Cautionary Notes

• Always double-check the customer's information before making changes to avoid errors.

• Ensure that the new points value is correct before saving.

Tips for Efficiency

• Familiarize yourself with the app layout to navigate quickly.

• Use the search function effectively by entering complete information for faster results.