Quick Add Customer - CloudFran Agents

Quick Add Customer

🔧 INTERNAL

🤖

Basic Information

First Name

Last Name

Phone

Primary contact number

Email

Optional

Date of Birth

For birthday promotions

Source

Communication Preferences

Preferred Channel

Opt-in Permissions

📱 SMS Messages 📧 Email Updates 📞 Voice Calls

Additional Information

Notes

Preferences, allergies, special requests, etc.

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