How to use the CRM (leads, to-dos, customers & users)
A guided pass through the CRM lists: leads auto-created from website inquiries, to-dos as tickets, customers with balances and history, and the users who sign up on your store.
Step-by-step
- Use the CRM menu to reach every list (each has a help tooltip).
- Leads are auto-created from website inquiries; convert them to customers.
- To-dos are tickets from website actions - work them to closed.
- Customers show balances and all connected documents.
- Users are the signups on your white-label store.
Full transcript
Let me take you through the CRM lists one by one - leads, to-dos, customers and users - the back office you'll use every day.
The CRM menu holds every list - quotes, orders, invoices, payments, purchase receipts and invoices, quality inspections, leads, to-dos, variants, customers, users and conversations. Each list has a question mark explaining it. Quality inspections come in three types - pre-selling, post-selling and shipping - each tied to an order so you can trace it back. Leads are potential customers and opportunities you haven't converted yet. The system creates one automatically whenever someone inquires, makes an offer, or submits a contact form on your store. Open a lead to see its status, contact, classification and any connected quotes or orders - and convert it to a customer when you're ready, since you sell to customers, not leads. To-dos are your tickets - generated from website actions like an offer or a price request. Your goal is to move each one to closed; an open to-do means a customer hasn't been answered. Customers shows everyone with their balance and unpaid billing, and opening one shows every connected quote, order, invoice and payment. Users are the people who sign up on your white-label store - so you can see exactly who's creating accounts on your domain.