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CRM

Owners and employees use the CRM to set up the store and process orders. On your first visit, start with connection and first sign-in, then follow the store launch checklist.

  • Process an order

    Check payment, allocate products, ship, and complete the order.

    Orders

  • Find a customer

    Customer details, purchase history, and bonus account.

    Clients

  • Prepare the catalog

    Stores, categories, products, stock, and design.

    Catalog

  • Prepare an offer

    Promotions, promo codes, bonus points, and customer messages.

    Marketing

  • Review results

    Sales, repeat purchases, and customer sources.

    Dashboard and analytics

  • Change settings

    App behavior, support contacts, and connected services.

    General settings · Integrations

If you cannot complete a task, find your case in Help. Customer actions are covered in the customer app section.