An e-commerce store brings your products directly to your customers, giving them the convenience of shopping online without the costs of a physical shopfront. Managing these stores in the CRM is straightforward. The Stores tab is your central hub for creating, organising, and maintaining online stores built around your products.
To get started navigate to Sites > Stores.
Create Folder
Keep your Stores section tidy and clutter-free by using folders. Click "Create Folder" to group your stores into categories, making navigation and management easier.
Create New Store
Click the +New Store button to begin creating a new store.
In the popup, you can create a store from blank or readily available prebuilt templates. Remember to name your store and select the "Create" button to continue.
Recent
The "Recent" option allows you to sort your store listings by recently created or updated stores.
List
Click on the "List" option to view your stores in a list format for a comprehensive overview.
Search for Stores
Use the search bar to easily locate specific stores by typing their names.
Stores Card
Here you'll find all the stores or websites with store elements you've created, organised in a list so you can access, monitor, and edit them as needed.
- Store Name: The name of your store for easy identification.
- Status: This indicates if the store is live or in draft mode.
- Last Updated: This displays the date and time of the most recent edits.
- Number of store pages: This shows the total number of pages within the store.
Actions
By clicking on the three dots icon you can access the action menu, here you can:
- Edit: Open the store for editing, allowing you to modify pages, content, and design.
- Clone: Create a duplicate of the store for similar projects.
- Move To Folder: Organise your store by placing it into a specific folder.
- Upload to Templates: Save the store as a reusable template for future use.
- Share: Generate a link to share your store with others.
- Delete: Permanently remove a store. Remember, once deleted, it cannot be recovered.
Your e-commerce stores are practical tools for showcasing products, completing sales, and growing your business. Using the features in the Stores tab, you can streamline management, maximise efficiency, and improve your customer experience.