Managing Customer Profile

Rose Rocket helps you organize and manage customer information for smooth, accurate operations. Keeping profiles updated ensures seamless communication and consistent data across orders.

Description Summary

The Customers module in Rose Rocket allows you to manage all customer-related information in one place. Updating a customer's profile helps ensure billing accuracy, operational alignment, and cleaner reporting across teams.

User Segment

Brokers, Carriers, Admins, Managers, CSRs

How it Works

1. Open the Profile
   Click on the customer’s name to open their profile.

2. Edit Company Details

   • Click on the data panel to update company details and any necessary fields.

   • Each field is editable—just click on the field directly to edit.

3. Store Customer Documents
   Click on Documents > Upload to store documents such as contracts.

4. Create Contacts
   Click on Contacts > Create new contacts to add people and their contact info.

Follow along the interactive video below to learn how to manage your customer profile:

Best Practices

• Regularly review high-volume customer profiles for accuracy.

• Add tags to segment customers by region, rep, or performance tier.

• Always confirm billing and contact information before generating invoices.