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Orphan Customers
Orphan Customers

How to pull your orphaned customer list.

Genius avatar
Written by Genius
Updated over a year ago

Orphaned customers are customers that have been reassigned to a salesperson from another user. For store data level access users, orphans also include customers not assigned to an active user.
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To pull a list of your orphan customers utilize the customer mining tool!

Step 1) Click the magnifying glass on your menu bar.

Step 2) Either select the Orphans tab on the Mining page or select "Mine Customers" on the top right.

Step 3) If you selected "Orphans," you will be brought directly to the Orphan Customer list.

Step 4) If you selected "Mine Customers," you will be brought to this page. From here, you can click "Add Filter."

Step 5) Type "Orphan Status" into the Search. Then Click "Is Orphan."

Step 6) This will show all Orphan Customers. If you made the choice to click the Orphan tab on the main page during Step 2, you will be also be brought to this page as shown in Step 3. From here, you can choose to add other filters if you wish to do so!

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