Docs section
Contacts guides
Matches the Contacts area in the dashboard sidebar for customer records, CRM context, tags, and follow-up work.
Contacts overviewUnderstand the customer and CRM workflows available from the Contacts section of the dashboard.Add a customerCreate a customer record so your team can connect people, cars, invoices, and communication history.Import customers and cars from a spreadsheetBring an existing customer list into Car Storage Software and review it before records are created.Find and filter contactsSearch, filter, and change Contacts views so you can quickly find the right customer record.Manage contact tags and CRM fieldsUse tags, pipeline stages, customer types, and sources to organize and segment your customer base.Link cars and documents to a customerConnect vehicles, contracts, and uploaded files to the correct customer record.Edit customer detailsUpdate customer contact information, CRM fields, notes, and account status from the customer detail page.Invite a customer to the portalSend a sign-in link so the customer can access their cars, billing, documents, and schedule from the customer portal.Guide a customer through the portalHelp a customer sign in, understand what they can do, and complete common portal tasks with confidence.Manage additional contactsAdd spouses, assistants, bookkeepers, and other people who help manage a customer's account.