CRM

customer management the crm interface is designed to manage and review customer information efficiently the search bar and filter options allow users to quickly find and organize customer records based on different criteria such as store location, spending, number of orders, and loyalty status the additional settings and the ability to add new customers make it a versatile tool for customer relationship management profile list view the list appears to show customer information within a crm (customer relationship management) system each row in the list includes the following details for each customer 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 filter and search search search customer records by name, phone, or email filters 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 sort columns can be sorted alphabetically or by increasing/decreasing value additional options export the full list of profiles as a csv file add new customer the plus (+) button opens profile drawer to manually add a new customer