- Log into Shopify and click the Customers tab in the left menu.
- At the top right click "Add Customer"
- Enter all the information provided from the Base CRM.
- Tag the customer with:
- “ITAM”
- “Wholesale”
- “WLoyalty” (All other prices must be approved by management)
- "The Independent Contractor Customer ID Number"
- Click "Save Customer"
- Click the [...] symbol in the newly created customer's page.
- Click "Send Account Invite". A pop-up menu will open.
- Click "Review Email" to go to the next screen.
- Finally, Click "Send Notification". The customer account has new been created.
Register For Wholesale