OrderCentra DocumentationCustomers & CRM
Bring customer identities together and build a useful, accurate contact history.
Bring your customer records together
A narrated introduction using cropped stills from the recorded interface. Follow the lessons below for complete procedures.
English narration: ElevenLabs George · English subtitles included
Read the English narration
Understand the shared customer record
The CRM brings customers and leads together across connected selling and communication tools. Start in Global CRM to understand the shared record, then use curated workspaces or lists for a specific sales team or campaign.
Prepare an import
The Import CSV Leads dialog shows the first step. Use Sample CSV to understand the expected structure, then choose your file. Scan and map the columns carefully before starting an import. Check names, email addresses and phone formats, and review duplicate handling.
Verify the result
After import, inspect a small sample of records and their list membership. Linked purchases can change how a lead is represented as a customer. A contact being present in CRM does not by itself authorize marketing messages. The lessons explain connected sources and customer history in more detail.
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Build a useful customer and lead record
CRM combines identities and linked activity so your team can recognize a contact across sales and communication channels.
Import and review leads without losing traceability
A CSV import is easier to review when it lands in a named list and every mapped column has a clear purpose.