Customer Relationship Management

Customer Relationship Management (CRM)

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

Customer Relationship Management (CRM)

Navigate to Customers using the Global Navigation Drawer

Screencast 2018-09-19 at 11.36.36 AM

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)

Looking to upload your Contacts from a 3rd party?

Click here to get started!

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
Create Contact

Contacts Bulk Actions

  1. Check the boxes next to multiple Contacts
  2. Click Edit Pencil
  3. Bulk Actions Include:
  • Edit Tags
  • Assign Company
  • Remove Company From Contacts
  • Export Selected Contacts
  • Export ALL Contacts
Screencast 2018-09-19 at 11.39.05 AM

Create Company

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

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.
  • Company / Organization Name
  • Website
  • Fax
  • Phone + Ext
  • VIP Discount
  • Federal Tax ID Number (U.S.)
  • State Tax License Number (U.S.)
  • Business Number (Canada)
  • Tax Exempt
  • Click Create
Create Company

Companies Bulk Actions

  1. Check the boxes next to multiple Companies
  2. Click Edit Pencil
  3. Bulk Actions Include:
  • Edit Tags
  • Export Selected Companies
  • Export ALL Companies
Screencast 2018-09-19 at 11.40.26 AM