CRM
Organizations, contacts, roles, segments and order lists in Commerce Studio.
The CRM section of Commerce Studio holds your B2B customers: the buying companies, the people who order for them, the permission roles those people hold, the segments that group companies, and the order lists buyers keep. The sidebar shows five entries under CRM.
- Organizations — the buying companies
- Contacts — the people behind the logins
- Roles — the permission ladder for contacts
- Segments — named groups of organizations
- Order lists — saved position lists that turn into carts or orders
New to the B2B customer model — companies first, people second? The guide The B2B customer model explains it before you work the screens.