Introducing Customer Deletion for Streamlined Affiliate Management

Simplify Your Affiliate Management with Customer Deletion Feature

Managing your affiliate program just got a whole lot smoother! At SMBcrm, we're pleased to announce an enhancement that allows you to delete customers under any affiliate, providing you with greater control over your customer records and affiliate data.

What's New?

• A new Delete option available for customer records under affiliates.

How It Works:

1. Open the Affiliate Profile where the customer is listed.
2. Navigate to the Customers tab.
3. Click the three-dot menu next to the customer.
4. Select Delete to remove them permanently.

This straightforward process ensures that you can maintain the accuracy and cleanliness of your affiliate-related data with ease.

Why It Matters:

• Maintain clean and current customer records: Easily manage and organize your affiliate data.
• Correct errors quickly: Address instances where customers may be incorrectly assigned to an affiliate.
• Improve data accuracy: Enhance the precision of your commission tracking and reporting activities.

Important: Deleting a customer is permanent and cannot be undone. Proceed with caution!

This feature is designed to streamline your management processes, reducing the complexity and time involved in handling affiliate data. It's just one of the many ways we're committed to helping you optimize your business operations.

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