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Client Book / Portfolio

Client Book / Portfolio

Updated:
December 4, 2024

Client Lists

  1. Regionalize clients by:
    1. Location & Nationality
  2. Target customers by spending habits; including but not limited to:
    1. Favorite Products
    2. Total Turnover
    3. Last Purchase Amount
    4. Purchase Dates

Build Lists for you Team or Yourself

Store Associate

Build an infinite number of lists to break your customers into groups based on a variety of filters.

Store Manger

Create and assign lists to entire departments, or a single employee