Purpose:
The purpose of this walkthrough is to help you look at a customers profile
Pre Requisites:
Product
Funnel page
payment method
Click on Contacts on the left-hand side and you will see a drop-down with Employees, Customers, Leads
Click on Customers
Click the eye symbol to view the customer profile
As you can see the customer profile contains basically everything involving your customer.
The order history.
Payment gateway and methods
Contact information
Subscriptions they have
Products they have purchased
Notes with order data or from the Customer Service Representative
Checklist:
Product
Funnel page
payment method