To access the CRM on CarShipIO, open MY>Contacts.
In contacts there is a full CRM - Customer Relationship Management Database where you can track all your information about your customers.
You have the ability to:
- Add New Contact
- Edit Contact
- View Contact
- Delete Contact
- Merge Contacts
- Add notes for Contacts
- Filter By Type of Contact
- Search by anything
- Search by Tags
- Import and export contacts
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