Customers

• Introduction
• Customers
• Companies
• Leads
• Opportunities
• Support Tickets
• FAQs
• Customer Attributes
• Customer Types

Manual

• Catalog
• Sales
• Customers
• Marketing
• Content
• Reports
• Settings
• Import/Export
• Video Tutorials

The Customers feature of Lead Commerce consists of the following sections:

Details:

Customer Type	This is the Customer Type that this customer record is associated to. This can be changed but is a required field when creating a new customer for the first time. Additionally, any customers that are created from the storefront checkout will be automatically associated to Customer Type ID 1 (One).
Status	This is the current status of the customer record. The status can be Active, Inactive and Archived. A customer can deactivate themselves by choosing the Cancel My Account option in the customer portal.
First Name	This is the first name of the customer.
Last Name	This is the last name of the customer.
Email Address	This is the customers primary email address. Please Note: The customer’s email address is also used for their login for the Customer Portal.
Phone	This is the main telephone number for this customer.
Fax	This is the main fax number for this customer.
Company	This is the Company this customer belongs to. for more information on Company see the Companies feature and online documentation.
Subscribe to Newsletter	This option indicates whether a customer agreed to sign up for email marketing either through the storefront checkout or by selecting that option in the customer portal.

Addresses:

Name	Full name of the shipping or billing contact.
Status	The current status of this address.
Region	The region selected for this address. The region that is selected will determine the state that is available in the state drop down menu.
Phone	The phone for this particular shipping or billing address.
Address 1	The primary address for either the shipping or billing of this address.
Address 2	The secondary address for either the shipping or billing for this address.
City	The city for this address.
State	The state for this address.
Zip Code	The zip code for this address.
Business Name	This is the name of the business if this is entered in when creating an order in the back office.
Default Shipping Address	This option allows you to specify a default shipping address for this customer.
Default Billing Address	This option allows you to specify a default billing address for this customer.

Login:

Login	The email address of this customer which is also used for the customer portal login area.
Secret Question	The secret question the customer has selected in the customer portal.
Secret Answer	The answer to the secret question they have selected.

Support Tickets:

This section of Customers is a table view of all current support tickets that have been associated to this customer account.

Opportunities:

This is a view of all opportunities that have been assigned to this customer account.

Segments:

This is a view of all segments that this customer belongs to.

Sales History

This is a view of all orders that this customer placed in your store.