UW Spotlight|Remember the Details with the Customer Management Feature


You’ve worked hard, you’ve recruited, and you’ve traveled to parties, but now everything is beginning to run together. You’re having a hard time putting the face to the name, the birthday and anniversary of the Unit member, and the client to their favorite product.

Oh, don’t worry—we aren’t judging. As a Mary Kay Independent Beauty Consultant, Director, or NSD, your job requires you to do a lot of work, all the time. From travel, to hosting parties and introducing women to the wonders of your products, your job never ends. Let’s face it—you’re Superwoman! But even you can’t keep up with all the details, all the time. That’s where we come in; we happen to be Heroes too.

With UnitWise, we offer a variety of features that make running a business a little easier. And the feature we have in mind for you is perfect for this occasion. Introducing the Customer Management feature!

You’re probably wondering, “How can it help me?” Well, we’ll tell you! In just one online location you can have a complete profile of all of your customers and Unit members.

From their beauty profile and purchase history, to their birthday and anniversary date, you’ll always have the information you need, right when you need it. Ready to see how it works? OK, let’s get started!

Customer Management

On your UnitWise dashboard, click on the “Customers” tab located on the menu bar at the top of the screen. From there, select the “Customer Center” icon from the drop-down menu.


Here, you will see a screenshot of all of your customers. To add a new customer to your list, click on the “Add New” button. You have the option of adding a contact, customer, lead, or team member—see, we know a thing or two about organization!

If you are adding a new customer, select the “Customer” icon from the drop-down menu. A new screen will open allowing you to enter in all of their relevant information, including important dates for your customer and assigning them to a group.

Once your new customer has been added, not only will you be able to keep up-to-date on their personal information, but also their product list and expenditures. But the simplicity doesn’t stop there. You can also Bulk Edit your customers based on the group you assigned them too. Click on “Bulk Edit” to see how.

In the Bulk Edit section, you can select different preferences for each of your contacts based on their group assignment. You can easily turn different features on and off, such as email or text blasts, for each contact, as well as deactivate any members no longer with you. It’s just another way we’re working to help make managing your customers a little easier.

You don’t have to remember every little detail—you have us! The UnitWise Heroes want to ensure we are the best support team for you and your Mary Kay business. Give us a call at 704.234.6006, or send us an email at heroes@unitwise.com anytime you need help. And remember, our referral program is still going strong. All you have to do is refer 4 of your Mary Kay friends to UnitWise, and you’ll get a one-month UnitWise subscription for free!


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