Step 1
Copy the authentication token from capsule CRM. Visit https://xxxxx.capsulecrm.com/preferences/api (replace xxxxx with your domain) to fetch the token.
Step 2
Enter the domain and access token in the respective input fields.
Step 3
Enable the ‘create contact using Shipping person’ if you want to use shipping person instead of billing person.
Task Settings
Create a task for each contact created, You can categorize the task and add a description for future reference. Assign the reminder duration based on your needs. So you will get a email notification for the reminder. The task created will be visible on the home page of capsule CRM or under the contacts.
Step 4
Add notes to the contact for each order which helps for future reference. You can hide billing, shipping or order details in notes.
Adding a tag will help you to categorize the contacts.
