Finding a Customer Record

To locate a customer record in Pico, follow these steps:

  1. Go to CRM and in the search bar, type in the customer’s email (easiest) or name
  2. Once you’ve located the record, click to open and you will see a screen similar to this, where you can locate the details of the customer’s account, including subscription plan, last payment and other information:
Graphical user interface, application

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