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Your CRM keeps three lists of people. Two fill themselves from your shop. The third is yours to build.

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Partners

Partners lists every muse who’s helped sell your pieces, with:
  • Tag clicks: how often shoppers tapped their tags on your products
  • Orders they brought: orders that came through their tags or links
  • Sales they brought: the value of those orders
  • Last activity: when they last did something for your brand
Use Search muses to find someone. Choose a name to open their page.
The Partners list with five muses and their tag clicks, orders they brought, sales they brought and last activity

Sales they brought shows which muses really move your products.

A partner’s page shows the same figures, then:
  • Per product: which of your products this muse helps sell
  • Recent orders they brought: the latest orders through them, each one clickable
  • any opportunities, tickets and open tasks linked to them, and a Timeline
A partner's page with tag clicks, orders and sales they brought, the Per product list, recent orders, and linked opportunities

Per product shows which of your pieces a muse is best at selling.

A muse who brings in steady sales for one product is a good person to talk to about your next drop. Create an opportunity with them as the Partner to keep track of the conversation.

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Customers

Customers lists every shopper who’s bought from your brand, with how many orders and items, the Total paid, and their Last order. Use Search shoppers to find someone, and choose a name to open their page.
The Customers list with five shoppers and their orders, items, total paid and last order date

Your customers, with what they've bought and when.

A customer’s page shows their orders, items bought, total paid and last order, then Recent orders, any tickets about them, and their Timeline.
A customer's page with their order count, items bought, total paid, last order date and a Recent orders list

Open a customer to see every order they've placed with you.

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Contacts

Contacts is for people who aren’t customers yet: a shop you’d like to stock you, a buyer from a trade show, a muse you’re hoping to work with.

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Add a contact

1

Open the form

On Contacts, choose New contact.
2

Fill in what you know

Only Name is needed. Add their Email, Phone, Company and Job title if you have them. Set the Lifecycle stage, choose an Owner on your team, note the Source, like “Trade show”, and add Tags separated by commas.
3

Save

Choose Create contact.
The New contact window with a name, email, company, job title and source filled in, and the Create contact button

Only the name is needed. Fill in the rest as you learn more.

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The lifecycle stage

The stage says how far along someone is: Filter the list by stage and owner at the top of Contacts, or search by name. Choose Export CSV to download the list.

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A contact’s page

Choose a name to open their page. It shows How to reach them, Your relationship (stage, who looks after them, where they came from, and whether they have an Outfiqe account), Notes and tags, linked records and their Timeline. Choose Edit to change their details.
A contact's page with How to reach them, Your relationship showing stage, owner and source, Notes and tags, and linked records

Everything about one person, and everything your team has done with them.

Delete removes a contact for good. If you’ve simply stopped talking to someone, change their stage or owner instead, so their history stays.