📋 Step-by-Step Guide to Pulling and Managing Client Lists
1. Navigate to the Full Client List
As an admin, you can access all clients across your company.
To do this:
Go to CRM in the left-hand menu
Click Clients
The Client Filter will automatically appear.
If it does not open automatically, click Search Clients in the top right corner.
2. Filter the Client List
Use the Client Filter to select the list of customers you want.
Examples include filtering by:
Purchase history
Store location
Brands purchased
Total spending
Loyalty points
Tags
Last contact date
After selecting your filters:
Click Confirm
OneShop will generate the list.
The results will appear sorted by highest total spend first.
3. View Client Profiles
You can click on any customer to open their full profile.
Inside the profile, you can view:
Purchase history
Contact details
Loyalty information
Messaging history
This allows you to quickly review a customer before contacting them.
4. Assign Clients to Team Members
Admins can assign clients to sales associates.
To do this:
Select the checkbox next to one or more clients.
Click Assign.
Choose the team member(s) you want to assign.
This helps distribute customer relationships across your team.
5. Assign an Entire List at Once
If you want to assign all clients in a filtered list:
Click Assign All
Choose the associate(s)
You will then choose one of two options:
Replace Existing Users
The selected associate becomes the only person assigned to those clients.
Add to Existing Users
The associate is added alongside the current assigned users.
6. Use Round Robin Assignment
If you want to distribute clients evenly across your team:
Select multiple associates
Choose Round Robin
OneShop will automatically distribute clients evenly.
Example:
If you select Joe and Claudia, clients will be assigned like this:
Client 1 → Joe
Client 2 → Claudia
Client 3 → Joe
Client 4 → Claudia
This continues until all clients are assigned.
You can still choose whether to:
Replace existing assignments, or
Add to current assignments
7. Merge Duplicate Client Profiles
Sometimes duplicate customer profiles exist.
To merge duplicates:
Select two client profiles
Click Merge
Important notes:
The first profile selected becomes the main profile
The second profile will be merged into it
You can only merge two profiles at a time
If multiple duplicates exist, repeat the merge process.
💡 Key Tip
The CRM Clients page acts as the central control panel for administrators.
From this page you can:
Pull customer lists
Assign clients to staff
Manage relationships
Clean up duplicate profiles
This ensures your team has an organized and accurate client database.