🧭 Introduction
The Contacts tool in 3Dsellers is your central place to view, organize, and manage customers and leads from all connected sales channels in one unified list.
Use the Contacts tool to:
See who your customers and leads are across eBay, Amazon, Walmart, Shopify, and more
Understand buying behavior (orders, total spend, recency)
Create and manage segments for targeting and analysis
Add tags and internal notes to keep your team aligned
Quickly access order history and past messages for each contact
Menu path:
Orders → Contacts
The All Contacts page displays every customer and lead collected from all connected sales channels in one unified table, including contact type, sales channel, total orders, and total spend.
What You’ll Find in the Contacts Tool
The Contacts area is built around a contact list with powerful filters and predefined segments. Each contact represents either:
a Customer (has placed at least one order)
The Customers segment shows only contacts who have placed at least one order, allowing you to quickly view purchasing history, sales channel, and lifetime value.
a Lead (added manually, with no orders yet)
The Leads segment lists manually created contacts with no orders yet. Leads are marked with the Lead contact type and a Manual sales channel.
📊 Contacts Table Overview
The main Contacts table displays all available information at a glance.
Columns you’ll see:
Contact Name – Customer name or identifier
Contact Type – Customer or Lead
Contact ID – Channel-specific identifier or email
Contact Tags – Internal tags (optional)
First Contact – Date the contact first appeared
Last Contact – Most recent interaction or order date
Sales Channel – Amazon, Walmart, Shopify, Manual, etc.
Total Orders – Number of completed orders
Total Spent – Lifetime spend across orders
Actions – View contact details or delete (icon-based)
🗂️ Contact Default Segments (Left Sidebar)
On the left side of the Contacts page, you’ll find segments that help you quickly filter your contacts.
Default Segments
These segments are available by default:
All Contacts – Everyone (customers + leads)
Customers – Contacts with at least one order
Leads – Manually created contacts with no orders
Frequent Customers – Customers who ordered recently and/or multiple times
Recent Customers – Customers with recent orders
Repeat Customers – Customers with more than one order
The exact criteria are visible in the filter bar when you open a segment.
Contacts Custom Segments
Under Custom Segments, you’ll see any segments you created yourself (for example: “Spent more than $1000”).
You can:
Sort the custom segments list: by creation date, alphabetically or manually dragging and dropping
Expand or collapse the segment list
Add new custom segments
🔍 Filtering Contacts
Click Filter at the top of the Contacts table to create advanced filters.
Available Filter Fields
From the filter dropdown, you can filter by:
Name
Type (Customer / Lead)
Username
Phone
Country
City
Postal Code
Total Spent
Total Orders
Days Since Last Order
Product SKU
Product ID
Product Title
Has Order Status
Sales Channel
Filters can be combined to create very specific views (for example: customers who placed 3+ orders and spent more than $500).
🏷️ Bulk Actions
When you select one or more contacts using the checkboxes, Bulk Actions become available.
Available Bulk Action
Add or Remove Tags
This allows you to tag multiple contacts at once for internal organization or future segmentation.
➕ Creating a New Lead
You can manually add leads to your Contacts list.
Steps:
Go to Orders → Contacts
Open the Leads segment
Click Create new Lead
Enter the required contact information
Save
Manually created leads:
Appear with Contact Type = Lead
Have Sales Channel = Manual
Show 0 orders and $0.00 spent until they convert into customers
👤 Viewing Contact Details
Click the eye icon (View) in the Actions column to open a contact profile.
Contact Details Page Includes
📌 Contact Details (Left Panel)
Full address (if available)
Creation date
Contact tags (add or edit tags)
📝 Contact Notes
Add internal notes for your team
Notes are private and not visible to customers
🧮 Orders Summary (Top Right)
Total orders
Canceled orders
Return requests
Cases
Tickets
Total spent
📦 Orders List
For each order, you can see:
Order date
Order ID (clickable)
Total price
Associated products
Quick action menu
💬 Messages
Historical messages related to this contact
Includes system and channel-related communications
🏷️ Working with Tags
Tags help you organize contacts internally.
Add tags from the contact list or contact profile
Use tags with filters and bulk actions
Tags are internal only and do not affect the customer experience
⚠️ Important Behaviors & Limitations
Contacts are read-only in terms of core customer data (name, email, address) pulled from sales channels
A single customer may appear once, even if they ordered multiple times
Leads do not automatically convert into customers until an order exists
Sales channel is determined by where the order or lead originated
Total Orders and Total Spent update automatically based on order activity
💡 Common Use Cases
Identify your top-spending customers
Find inactive customers using “Days Since Last Order”
Segment customers for follow-ups or internal analysis
Keep internal notes about VIPs or special cases
Track leads added manually before first purchase
❓ FAQ
Can I edit customer information from Contacts?
No. Customer data comes directly from connected sales channels and cannot be edited manually.
What’s the difference between a Lead and a Customer?
A Lead is manually created and has no orders. A Customer has placed at least one order through a connected channel.
Can I delete contacts?
Only if it's a lead. Leads can be removed using the delete icon in the Actions column.
Are tags visible to customers?
No. Tags are for internal use only.
Why is a contact showing $0.00 spent?
The contact either has no completed orders or is a lead.
✅ Wrap-Up
The Contacts tool gives you a clear, unified view of your customers and leads across all sales channels connected to 3Dsellers. By using filters, segments, tags, and notes, you can better understand customer behavior, stay organized, and make smarter decisions.
If you have questions or need help using Contacts, reach out to the 3Dsellers support team anytime.