📝 Overview
Once you have set your New customer criteria, your customer list will automatically tag customers who meet that definition. There are two ways to view and work with this filtered group, directly from the customer list, or by exporting the data to a spreadsheet.
💡 Haven't set up your New customer criteria yet? See the guide here before continuing.
🛠️ How to find new customers
There are two ways to view your new customers.
1️⃣ Filter the customer list
The quickest way to see your new customers is directly from the customer list. Head to Customers ➜ Customer List and use the Show Only filter to select New.
Once you filter to only display New customers, you'll also see the option to view the criteria a customer must meet to be considered New.
2️⃣ Export the customer list
To work with the data in a spreadsheet, you can export your customer list and filter by the New status column. Head to Customers ➜ Customer List, apply any status filters needed, then select Export Filtered List ➜ Export to CSV/Excel.
Once downloaded, open the file and filter the Is New column for a value of Yes to isolate your new customers.
