CRM overview
What a customer record holds and where records are created from.
CRM holds one record per customer, shared across every store in your company. A customer built at one shop is the same customer at another.
What is tracked per customer
- Name and contact details
- Total spent
- Visit count
- Loyalty points
- Notes
The figures on the CRM dashboard
Customer count, total revenue across customers, total visits, average loyalty points, and your top five customers by spend. Erased customers are excluded from every one of these — see Customer privacy requests.
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