The success of a company is directly linked to good relationship management. Keeping your contact information centralized and updated helps organize and ensure the smooth functioning of your business.
In Guru, the contact is automatically added or updated when a sale¹ is created. According to the interaction with this contact, they receive a specific type of classification.
Contact identification is done by the pair email + document. If the person provides an already registered email, but the document is different (or empty), a new contact is created and vice-versa.
¹ A sale is created when the customer fills in their name and email on the Guru Checkout or when a sale is received from an external checkout.
Contact Types
In Guru, contacts are organized into the following categories:
|
Contact Type |
Applies to whom |
|---|---|
|
Customer |
Has at least one approved purchase (single sale). |
|
Lead |
The email was captured through lead tracking. |
|
Producer |
Has associated producer (manufacturer) data. |
|
Subscriber |
Has at least one |
Contact Management
You can add, consult, view, and even make changes to existing contacts. When editing, it is possible to make modifications such as changing the address, email, name, and also associating one or more producer registrations (manufacturer or specialist).
You perform these operations through the Contacts menu in the Guru admin.
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