Using Customer Intel on the Go (Mobile)

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Control allows you to view all of your customers in once central location.

1) In the Control iOS or Android app, select the platforms where you want to see your customers consolidated.

2) Click the Customer icon in the menu.

3) You can now view all of your connected customers.

4) Click on a customer. Control allows you to access their immediate information as well as see a sum of their customer value to date. Control defines ‘Customer Value’ as the sum of all approved payments within a specific date range, on a per customer basis .

5) Click ‘Activity’ and see all of the customer’s charges  to date.

6) Manage subscriptions and the customer’s payment method directly from the Control app

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