Customer Relationship Management (CRM)

Custom Relationship Management, also known as CRM, gives you the ability to manage business relationships within one central location.

Navigate to Customers using the Global Navigation Drawer

Customers section

You will see two main views that allow you to click through to ensure you are managing your business relationships neatly:

Contacts will give you a detailed view of a specific person (i.e. what they have ordered, notes you and your team have taken for them, relationships to other organizations, etc.)

Note:Contacts will also be created by your shoppers if they create an account on your store front.

Companies will be a collection of persons. This is the main focal point of how a number of Contacts come together.

Filter Results

As you toggle through Companies and Contacts you will have Filter Results to better help narrow down your search. You can filter by:

Company (Name of the Company or Organization)
Tag (Custom Key Words)
Store (Store Name)
Origin (Imported List)

Create Contact

Below is a detailed list of the criteria you will want to associate to a contact.

NOTE:This is completely mobile responsive. Therefore, if you or a Sales Rep are out in the field you can quickly add a Company and/or Contact to your CRM.

First Name
Last Name
Email
Mobile Phone
Home Phone
Work Phone + Ext
VIP Discount
Company/Organization
Job Title
Receive Newsletters
Click Create

Contacts Bulk Actions

Check the boxes next to multiple Contacts
Click Edit Pencil
Bulk Actions Include:

Edit Tags
Assign Company
Remove Company From Contacts
Export Selected Contacts
Export ALL Contacts

Create Company

Below is a detailed list of the criteria you will want to associate with a Company/Organization.