Learn about HO Contact Merge Process
HO Contact Merge Process
The HO Contact Merge process in GOFRUGAL HQ aims to consolidate duplicate customer entries within the system. This ensures a clean and accurate master data set, offering several advantages for both the organization and its customers.
Benefits Improved Data Accuracy: Merging duplicate contacts eliminates inconsistencies and inaccuracies in customer information. This leads to better reporting, analysis, and customer service experiences.
Enhanced Customer Experience: By having a single, accurate customer or supplier record, representatives can provide more personalized and efficient service.
Increased Sales Opportunities: Clean data facilitates targeted marketing campaigns and promotions, potentially leading to increased sales and customer acquisition.
Here's a general outline of the HO Contact Merge process in GOFRUGAL HQ:
Step 1: Click on MDM > Contact Master Management > HO Contact Merge
Step 2: Click on "+ Add New" button.
Sept 3: Select the desired Contact Type from the list. (Customer / Supplier / manufacturer)
Step 4: Select the Customer Type.
Step 5: Select the Source Contact.
Step 6: Select the Contact to be Merged.
Step 7: Click on the Add button.
Step 8: Click the Bulk Merge button to complete the process.
By following a well-defined HO Contact Merge process, GOFRUGAL HQ can maintain a clean and accurate customer database, ultimately enhancing customer experience, streamlining operations, and driving business growth.
Outlet backup status will be suspended till the Merge process is completed at the Outlet level.
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