Customers

Searching for Customers

0.2 min read

| September 14, 2024

The Customers module's search function allows you to search by any combination of sales channel(s), Name, Company, Email Address, Channel Username, City, State/Province, and/or Country.

To Search for a Customer

  1. On the toolbar, click the Customers Module.
  2. On the Search Customers panel, enter the customer's details, then click Search. To narrow down your search, enter as much relevant information as possible.


 

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