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Contact smart set and detail view additions
Contact smart set and detail view additions
Chris Minassian avatar
Written by Chris Minassian
Updated over a week ago

The contacts list and detail views have been enhanced with the ability to create smart sets with various important sales information about your contacts.  You can now create smart sets with the following info.  If you are looking for customer rank we recommend sorting by Dollars per Year

  • Avg Item Purchase Price

  • Dollars per Year

  • Latest Transaction Amount

  • Latest Transaction Date

  • Max Item Purchase Price

  • Min Item Purchase Price

  • Total Spent

  • Transactions per Year

In addition this info can also be found on the contact card (detail view)

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