Customers data management
Customers data management
Attach a file to a contactYou can attach files to a contact's profile in a few easy steps.
Delete a contactYou can delete customer profiles in a few easy steps.
Export a contact's dataYou can export a contact's data in a few easy steps.
Merge contactsIf you have two profiles for the same contact, you can merge the profiles into a single contact profile.
Create a new contact profile for a customerYou can create a new contact profile for a customer in a few easy steps.
View a customer's hotel bookingsYou can see a customer Guestline bookings history, stay details, interactions, and segmentation data, all pulled from automatically.
Export your customers dataYou can export your customers data from your Acteol CRM in easy steps.
Remove personal dataYou can maintain analytical data for a customer but remove personal data in a few easy steps.
View a contact's details and bounce historyYou can see a contact's interaction history in their profile.
View a contact's profile summaryThe contact profile summary contains all the information available for a single customer.
View a contact's interactionsYou can view a contact's transactions, website tracking, bookings, visits, and other interactions in a few easy steps.
Review a customer's responses for a surveyYou can view a contact's surveys on the customer profile, to help you review their specific responses.
Create a new contact profile for a customerYou can create a new contact profile for a customer in a few easy steps.
View customer contact profileOur Single Customer View module gives you the most up‑to‑date customer information, ensuring complete visibility.
Update a customer's contact informationYou can edit a customer's contact information in their contact profile.
View or resend communications to a contactYou can view communications you've sent to a client and resend them.
Deduplication managementThe deduplication section helps you identify and merge duplicate contacts in your database to maintain clean and accurate data.
View and edit a contact detailsThe profile details section in the customer's contact profile contains all the information available for a single customer.
View customer contact profileOur Single Customer View module gives you the most up‑to‑date customer information, ensuring complete visibility.
View the sales leads details in the contact profileInstances that license the Sales Lead Portal Module can see a contact’s lead information using the Sales Leads page in the customer's contact profile.