PULLING A CLIENT LIST

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Video Course: 4/13

1. Training Introduction

2. The Client Tab

3. Client Profile

4. Pulling Client Lists

5. Tagging Clients

6A. Communicating with Clients

6B. Using OneShop Number

7. Sequences

8. The Daily Tab

9A. Adding a Task

9B. The Tasks Tab

10. Sell Virtually with ShopWith

11. The Stats Page

12. Creating and Editing Templates

13. Your Finished!

Overview

One of the most important things you can do in OneShop is pull a targeted client list based on what is happening in store. Whether it be a new delivery or a trunk show this is how you will find clients that bought a certain brand, are a certain size, or many other criteria. 

WHAT YOU WILL LEARN:

  • How to pull a client list
  • What is contained in the client filter
  • How the client filter returns results