CRM

Why can I only see 12 customers on the CRM > Customer tab?

Our CRM > Customer tab is a great place to add new customers to your CRM and to see existing customers. The tab will automatically display 12 CRM profiles upon first load. These 12 profiles are the profiles with the most recent activity. 

To see more profiles, or find specific ones you have a few options. You can:

  • Search for Specific customers using the search bar.
  • Use the filter features to filter based on tag, date created, lifetime value, number of orders, and email marketing status.
  • Export all your customer to a CSV format. This will allow you to see all your customers in one view, and you can search and filter using excel or another spreadsheet tool.