CRM linking a vehicle to a customer : Systime Support

CRM linking a vehicle to a customer Print

Modified on: Wed, 11 Aug, 2021 at 9:54 AM

To link a customer record to a vehicle record in CRM you will need to -

Select CRM from the Master Menu
Select My Desktop from the CRM Menu
Click the Vehicle icon from the list on the left hand side, search and load the vehicle vehicle record. You will see the blank Sales contact/Aftersales contact/Driver fields
Click the edit icon and click into the blank Driver contact field, this will open the search option seen below : Search for the customer and once found select the customer and click on Load

Repeat this action for the Aftersales contact , Driver and Joint Owner fields and click the Save icon

The customer record will now be linked to the vehicle record.

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CRM linking a vehicle to a customer Print