Sales · Customers and Follow-up

How to Review Customers, Closed Sales, and Recurrence

Review the customer database, control closed sales, and detect upselling opportunities.

9 min

1. Step 1

   Review the Customer Database

   Search for customers and configure visible columns without exposing personal information.

   
2. Step 2

   Filter Closed Sales

   Filter by operator, customer, country, city, payment, and dates to check results.

   
3. Step 3

   Analyze Recurrence

   Review product, frequency, billing, and purchase interval to detect opportunities.