Orders
If your customer paid the deposit on the customer status page you will receive an email notification: In your account you will see a little green D le...
Mon, 26 Apr, 2021 at 12:23 PM
Please note that the files should be saved in a right format, the text 1. Manheim gate pass 2. Adesa PDF 3. Smart Auction PDF 4. ACV ...
Fri, 6 Oct, 2023 at 12:29 PM
1. LEAD - price the lead and send the quote. You can enable automated email follow-ups 2. QUOTE - Quote email was sent, follow up process 3. NEW -...
Fri, 14 Jan, 2022 at 8:07 PM
Your customers are getting emails with the link to the customer portal where they can see order information, check the status, and pay the deposit. They...
Fri, 15 Dec, 2023 at 6:41 PM
1. When an agent creates Lead / Quote / Order it will be assigned to him automatically 2. If while creating an order you need to assign it to somebody ...
Mon, 14 Feb, 2022 at 2:30 PM
! IMPORTANT: if you want to enable the auto-assign module in your account, please contact us by email at support@carshipio.com or in chat Open MY>Sales ...
Mon, 21 Feb, 2022 at 12:14 PM
To select "Bill To Company" just type an existing contact, like you would type an existing customer, and select it. Bill To Company will...
Wed, 29 Nov, 2023 at 3:00 PM
To bring emails from Manheim into your CarShipIO account, follow these steps: 1. Check Your Email: Make sure the email you want to import comes from Manhei...
Thu, 16 May, 2024 at 1:55 PM
We support managing payments for multiple orders from the same customer. To streamline this process, we have a feature that allows you to mark orders as pa...
Tue, 28 May, 2024 at 8:35 AM
Brokers can now set up automatic commission calculations for their agents, ensuring accuracy and efficiency. Setting Up Commission Calculation: Access S...
Tue, 28 May, 2024 at 10:24 AM