Track sales for a client

Save a search for a client and email them the matching sales.

Steps

  1. In Tracker, choose Client Searches and click New client.
  2. Enter the client's first name, last name, and email, then build their search.
  3. Click Confirm and save.
  4. Click Email client to send matching sales, choosing today's sales or the last 30 days, 3 months, or 6 months.

Good to know

  • Clients get an email on weekday evenings when new matching sales record. Nothing is sent when nothing new has recorded.
  • Client tracking is included in CURVE Social and Data + Social.
  • For branded, scheduled client email, see Send automatic client updates.
Set up a sale alert

Save a search in Tracker and get an email when matching sales record.