Leads

Where do requests from my store go?

To Leads, marked New, and to Home under New leads. A business account application also makes a company waiting for your approval. A vendor application goes to Vendors instead, never to Leads.

How do I get an email when a lead arrives?

Through Shopify Flow, which is free: make a workflow with the trigger CRM request created and the action Send internal email. Settings, Notifications has the steps, with a subject and message ready to paste.

I replied to a lead. Why is it still New?

A plain Note doesn't count as contact. In Timeline, log the Call, Email, Text message, WhatsApp or Meeting with Who reached out set to We did, or press Mark as contacted.

What do the lead stages mean?

• New: nobody has replied yet.
• Contacted: you've logged a call, email, message or meeting.
• Converted: it became a company, or joined one.
• Closed: you closed it, with a reason. Reopen brings it back to Contacted.

Someone phoned or emailed. How do I add them?

Press Add lead on Home or in Leads. Their email is needed to make them a company contact later. Leave Company blank for someone buying for themselves.

Can I import leads from a spreadsheet?

Not from a file. Add leads with Add lead. The B2B companies, contacts and orders you already have in Shopify come in with Import companies and orders from Shopify on the Companies page.

How do I turn a lead into a customer?

On the lead, press Convert to company and choose Create a new company, or Add them to a company I already have. A new company waits for your approval before it can order.

Do leads become Shopify customers?

Not when they send a form. A person is added to your Shopify customers when they become a company contact: when you convert their lead, or when their business account application makes a company.

How do follow-ups work?

Give a lead, order, vendor or purchase order a follow-up date (Tomorrow, In 3 days, Next week or a date you pick) and a note. On that day it shows on Home under Follow-ups due, and it stays there until you change or clear it. Some are set for you:

• After an order is sent: Check the buyer has approved, after the business days set in Settings, Orders.
• After it's approved: Collect the payment, two business days later.
• When the buyer asks for changes: The buyer asked for changes, due straight away.

How do I close or delete a lead?

Press Close lead and choose Why: it leaves the open list and Home, and Reopen brings it back. Deleting removes it for good (type delete to confirm), and its files are deleted from Shopify too.