CRM Clients: Player Registry
CRM: Clients
Section titled “CRM: Clients”The Clients section of IZI CRM is the registry of all club players. Each registered client has a profile with balances, session history, and bonus accruals. An administrator opens this section to find a client, register a new player, or review a transaction history.
The section only reflects registered clients — those with an account linked to a phone number. One-time (guest) clients are not shown in the registry, as they have no identifier.
What’s in this section
Section titled “What’s in this section”- Clients Overview — registry structure, search, filters, client profile card
- Register New Player — how to register a client through the CRM: phone, OTP, profile