How to Access the CRM
Log in to your Ecommerce dashboard.
Navigate to Customers > CRM.
You will land on the Profile List View, where all customer records are displayed.
How to Use the CRM
Profile List View
The list displays customer information within the CRM system. Each row includes:
Name: The full name of the customer
Phone: The customer's phone number
Email: The customer's email address
Orders: The number of orders the customer has made
Added: The date when the customer was added to the system
Last Order: The date of the customer's most recent order
Spend: The total amount of money the customer has spent
Columns can be sorted alphabetically or by increasing/decreasing value.
Search Customer Records
Use the search bar to find customer profiles by:
Name
Phone
Email
This allows you to quickly locate a specific customer record.
Apply Filters
Use filters to organize customer profiles based on specific criteria:
Stores: Show profiles from specific stores
Spend: Show profiles of customers within a set spending threshold
Orders: Show profiles of customers based on amount of orders
Loyalty: Show profiles of customers based on their loyalty status
Filters help narrow down large customer lists for targeted review.
Sort Columns
Columns in the list view can be sorted:
Alphabetically
By increasing value
By decreasing value
This makes it easier to analyze customer activity and spending patterns.
Export Customer List
To export your customer data:
Use the Additional Options menu
Select the option to export the full list of profiles as a .CSV file
This allows you to download and analyze customer data externally.
Add a New Customer
To manually add a new customer:
Click the plus (+) button.
The profile drawer will open.
Enter the customer's information.
Save the profile.
This allows you to manually create a customer record directly in the CRM.
Need Help?
If you need assistance, reach out to AIQ Support anytime via chat widget within your AIQ Dashboard.