Customers & CRM
Manage customer relationships and your sales pipeline.
9 articles articles in Customers & CRM
Customer management
View and manage customer profiles.
Customer accounts
How customer accounts and login work.
Segmentation
Group customers with smart rules.
Import & export
Bulk import/export customer data.
CRM pipeline
Set up your sales pipeline for high-touch sales.
Consultations
Manage appointments and design consultations.
Follow-up automation
Automate follow-up emails and reminders.
Birthday & anniversary tracking
Never miss a customer milestone.
Store credit
Issue and manage store credit.