Introduction
When creating a customer manually on the admin console, lenders are able to assign a branch and an account manager to each customer. This helps improve operational efficiency by allowing for better customer segmentation, performance tracking at the branch level, and clear ownership of customer relationships all directly from the admin interface.
In this article, we will walk you through how to assign an account manager and a branch when creating a customer manually, helping you maintain cleaner data and improve overall customer management.
To assign an account manager and branch during manual customer creation, follow these steps:
Log into your admin console and navigate to customer management section
Click on “Customers” and proceed to click on book new loan
Enter the BVN of the customer you want to create manually, then click the prompt that appears just below the BVN input field to proceed with customer creation.
The system will display the customer's details, including their image, address, BVN, phone number, and date of birth. You can then proceed to enter the remaining required information.
As part of the required details, you’ll need to select an office and an account manager. Once you click the dropdown, a list of available offices and account managers within your organization will be displayed for you to choose from.
Once inputted, proceed to click on “Create customer” to manually create the customer
Once the customer has been successfully created, you can navigate to the Customers section, click on the specific customer, and view the assigned branch and account manager details.
