Ecwid guide
Companies & customers
Business directories organize quote history by company, customer, and customer group so sales teams can see account context before preparing the next quote.
Companies
The Companies page lists business accounts referenced by quotes. Filter by company name and review the created date, customer count, quote count, and total quoted value.
Use Sync from quotes to rebuild or update company records from existing quote customer data.
Customers
The Customer Directory can be filtered by name, email, or company. Each row shows quote count and total quote value. Use Sync Customers to populate customers and companies from existing quotes.
Customer detail
- Review name, email, phone, address, creation date, and customer group.
- See previous quotes with date, assigned sales rep, status, and total.
- Assign or change the customer group.
- Create a new quote with the customer prefilled.
Customer Groups
Customer Groups (shown as Customer Segments on the page) organize customers for targeted quote management and sales workflows.
- Create, rename, and delete groups.
- Add a customer to a group by email.
- Review group membership and remove customers.
- Use the selected group as customer context when creating or editing quotes.