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Customers & CRM

Manage your customers, contacts, and messaging in one place to build stronger relationships and drive repeat business.

Accessing the Customers page

The Customers section is where you manage individual customer records and see their history with your store. It gives your...

How to manually create a customer

If you just need to add one person, the “Create Customer” button is the fastest way to do it. Open...

How to import a customer list

Importing your customers into OtterOrder is fast and intuitive. Just follow the steps below, and you’ll have your list uploaded...