Streamline Affiliate Management with Customer Deletion Feature

Enhance Your Affiliate Management Experience with Customer Deletion

Managing your affiliate program on SMBcrm has now become more streamlined and efficient. We are excited to announce the latest update that allows users to delete customer records under any affiliate profile. This feature gives you enhanced control over customer records and ensures more accurate affiliate data management.

New Feature: Delete Customer Records Effortlessly

The newly introduced delete option for customer records under affiliates is designed to help you maintain cleaner and more accurate customer profiles. Here’s how you can manage it:

How to Use the Delete Functionality:

1. Open the Affiliate Profile where the customer record is located.
2. Navigate to the "Customers" tab.
3. Click on the three-dot menu next to the customer you wish to delete.
4. Select "Delete" to remove the customer permanently.

Please Note: The deletion of a customer record is a permanent action. Ensure that the customer needs to be removed before proceeding, as this cannot be undone.

Benefits of the Delete Customer Feature

• Maintain Clean Records: Easily keep your customer records up to date by removing outdated or incorrect information.
• Correct Assignments: Quickly correct errors where customers might have been incorrectly assigned to an affiliate.
• Improve Data Accuracy: Enhanced accuracy in customer records directly improves commission tracking and reporting, allowing for smoother operations.

By streamlining your management tasks, you can focus more on growing your affiliate networks and less on maintaining outdated data.

For more helpful updates and features, visit our Product Updates section.

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