> ## Documentation Index
> Fetch the complete documentation index at: https://docs.outfiqe.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Partners, customers and contacts

> The three kinds of people in your CRM, and what each page shows.

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

| List | Who's in it | Where they come from |
| - | - | - |
| **Partners** | [Muses](https://docs.outfiqe.com/glossary.md#muse) who promote your brand by tagging your products, sharing links or bringing in sales. | Filled in automatically from Outfiqe. |
| **Customers** | Shoppers who've bought from your brand. | Filled in automatically from your orders. |
| **Contacts** | People you're talking to who haven't bought yet, like shops, buyers or possible partners. | Added by your team. |

## 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](https://mintcdn.com/outfiqe/FlCiIIay3H__lDDT/images/crm/partners.webp?fit=max\&auto=format\&n=FlCiIIay3H__lDDT\&q=85\&s=b3d9b243911f6d1091c5105a1ea3fd1f)

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](https://mintcdn.com/outfiqe/FlCiIIay3H__lDDT/images/crm/partner-detail.webp?fit=max\&auto=format\&n=FlCiIIay3H__lDDT\&q=85\&s=1c4e2d53b287aa14231498bf8f9251c5)

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

> [!TIP]
>
> 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.

## 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](https://mintcdn.com/outfiqe/FlCiIIay3H__lDDT/images/crm/customers.webp?fit=max\&auto=format\&n=FlCiIIay3H__lDDT\&q=85\&s=7adf281f9b077a4d1fc38b112bca4973)

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](https://mintcdn.com/outfiqe/FlCiIIay3H__lDDT/images/crm/customer-detail.webp?fit=max\&auto=format\&n=FlCiIIay3H__lDDT\&q=85\&s=59c34f2fe36ca169d443d01780d754d1)

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

## 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.

### 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](https://mintcdn.com/outfiqe/FlCiIIay3H__lDDT/images/crm/new-contact.webp?fit=max\&auto=format\&n=FlCiIIay3H__lDDT\&q=85\&s=8333df5f8e87a2bdf0e8d20f56a92dd6)

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

### The lifecycle stage

The stage says how far along someone is:

| Stage | Meaning |
| - | - |
| **Lead** | You've just met, or they've shown interest. |
| **Qualified** | They're a real fit, and worth your time. |
| **Customer** | They've bought from you. |
| **Partner** | You work together, for example a shop that stocks you. |
| **Other** | Anyone who doesn't fit the rest. |

Filter the list by stage and owner at the top of **Contacts**, or search by name. Choose **Export CSV** to download the list.

### 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](https://mintcdn.com/outfiqe/FlCiIIay3H__lDDT/images/crm/contact-detail.webp?fit=max\&auto=format\&n=FlCiIIay3H__lDDT\&q=85\&s=a002337e031128b3c0477377d2d97d72)

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

> [!WARNING]
>
> **Delete** removes a contact for good. If you've simply stopped talking to someone, change their stage or owner instead, so their history stays.


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