1. Navigate to the Clients Page
Go to the Clients page on the left-hand menu bar in OneShop.
Admin Access: Admins can view the entire client database.
Associates: On the clientele platform, associates see only their assigned clients.
2. View the Client List
On the Clients page, click Search Clients on the right-hand side.
To load the full client list, simply click Confirm without adjusting filters.
3. Apply Filters to Refine the Client List
Filter Options: Use filters to narrow down the list based on:
Purchase date range.
Brands purchased.
Additional criteria like sales or marketing engagement.
Custom Filtering: These options help you create tailored lists for specific marketing or outreach needs.
This guide enables easy access to client data in OneShop, allowing for customized list creation and effective customer management.