Contact Info Card

The contact information card in ShipperCRM is the easiest way to keep track of information about a contact and stay on top of the temperature of the relationship

Overview

After opening the CRM, you'll see all your contacts listed out on cards. Each contact card will include the following information:

1. Contact name

2. Job title

3. Company name

4. LinkedIn profile

5. Geographic information

If you've requested enrichment for a contact, the validated phones/emails will show up on the card as well. If not, you'll see a button allowing you to request enrichment for that contact.

General Contact Notes

Open the notes by clicking to the left of the Contact Info Card

Each contact card also includes space for you to write down notes about a given contact. You can use this to keep track of any details about the contact or their company.

The animation above shows how to open and use the contact notes effectively.

Company assignment

Each contact card also displays who the contact is assigned to. You can find this at the bottom of the contact card. If the contact is assigned to someone, their initials will be displayed at the bottom of the contact card. If the contact is unassigned, no initials will be displayed.

You can learn more about contact and company assignment here.

Setting Temperature

Choose between 5 different temperature for easier filtering later

In addition to adding notes to a contact, you can also set the temperature of the relationship. This is shown in the animation above.

You can use this to keep track of the status of a relationship as you cultivate it. For example, you can mark all new contacts that you are reaching out to for the first time as Cold, and then change the temperature as the relationship progresses.