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The Brand CRM is where your team keeps track of the people around your brand: the muses who sell your pieces, the shoppers who buy them, and the shops and partners you’re talking to. It also holds your sales, your support tickets, and your team’s to-do list. It sits next to your brand dashboard, not inside it. Your brand dashboard is for running your shop: products, orders and your wallet. The CRM is for the relationships behind it.

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How your brand gets a CRM

You can’t sign up for the CRM yourself. Our team sets it up for your brand. Contact us through Support in your brand dashboard to ask for one.
1

We set it up

Our team creates your CRM and links it to your brand, so your muses and shoppers show up in it straight away.
2

Accept ownership

The first person we invite sees a message at the top of the CRM saying we’ve set it up for your organization, and asking them to accept it. Choose Accept to become the owner. The owner can invite the rest of the team and manage the plan.
3

Invite your team

Add everyone who’ll use it. See your team, roles and audit log.

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Joining from an invite

When someone invites you, you get an email with a link to your CRM.
1

Open the link in the email

It opens a page called CRM invite.
2

Create your team account

If you’re new, fill in your name, phone and a password, then choose Create account & join. If you already have a team account, you’re added straight away. Choose Go to CRM.
3

Bookmark the address

Your CRM has its own web address, made from your organization’s name. It’s the one in your invite email. Bookmark it and sign in there next time.
The CRM uses a separate team account. You can’t join with an email that already has a shopper, muse or brand account. If you see “That email already belongs to a non-staff Outfiqe account and can’t be added as staff.”, ask to be invited with a different email, like a work address.

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The Overview page

Every visit starts on Overview. At the top you’ll see your organization’s name and, during your trial, when it ends.
  • Needs attention today: the things most likely to slip, like overdue tasks. Choose one to go straight to it.
  • Quick actions: New contact, New opportunity, New ticket and New task, without leaving the page.
  • The figures: sales in progress, open opportunities, won value, open tickets, average time to solve, and tasks due or overdue. Each one opens the page behind it.
  • Activity and Sales value by stage: what your team logged over the last 30 days, and where the money in your sales sits.
Further down are your team’s members and the invite form.
The CRM Overview with Needs attention today showing 2 overdue tasks, the Quick actions buttons, and six figure cards for sales, opportunities, tickets and tasks

Needs attention today is the first thing to check each morning.

To see the main parts pointed out one by one, choose Take the tour at the top right.

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Finding your way around

You only see the pages your role allows. If one is missing, ask the owner or an admin.

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Search everything at once

Type in Search people, sales and tickets… at the top of every page. Results are grouped by type, so you can jump straight to a contact, an opportunity or a ticket.
The CRM search box with a name typed in, and a result under Contacts showing the person and their company

Results show as you type, grouped by type.

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Everything is connected

Every person, opportunity and ticket has its own page. Each page shows the other records linked to it: the same person’s opportunities, tickets and open tasks, plus a Timeline of everything your team has logged. Choose any linked record to open it.