Sales Report Via Login

ArtyZak
Visitor
3 0 0

We are sport events company and we are working with Zoho CRM. We have event directors whom we are reporting to. Is that possible for them to login in our Shopify website to see How many events we have done with them, how many sales we have done per event, and so forth like a kind of report in the graph.

Replies 3 (3)

CloudlabSam
Shopify Partner
515 41 81

To do this you would have to add the directors as staff in your Shopify Admin. Then you could limit their access to just see the Reports section.

 

Alternatively, our Report Toaster app can help. You could create a custom report for your directors and then use our shared link feature to share the report with them, kind of like a google doc. If you need help our support team can help you get setup.

 

Thanks,

Sam

ArtyZak
Visitor
3 0 0

Do you have some kind of Zoho integration, as we also need to have the info from there? 

CloudlabSam
Shopify Partner
515 41 81

No we don't. Which information do you need from Zoho to report on your event sales?