CRM

Why does my contact keep reverting to someone else?
Depending on setup, it is possible that certain departments will be responsible for any contacts created Select CRM  Select My Desktop...
Wed, 11 Aug, 2021 at 8:57 AM
Why am I unable to edit the registration number of a vehicle record in CRM?
If you are unable to edit the registration number of a vehicle in CRM, you should check that this vehicle does not exist in Vehicle stockbooks Load the v...
Wed, 11 Aug, 2021 at 8:58 AM
Unable to change retired loan car back to active
This could occur if a loan vehicle has been marked as retired while previous bookings have not been completed. Select CRM Select Repo...
Wed, 11 Aug, 2021 at 8:58 AM
How to create a new vehicle record in CRM
To create a Vehicle record, access CRM module and click the Vehicle icon. The ellipsis button should be selected to search the database to see if a vehicle...
Wed, 11 Aug, 2021 at 8:59 AM
How to complete a demo booking
To complete a demo booking, you must check whether the vehicle has been booked via demo bookings or via a WIP in Point of Sale. To check this: Select CR...
Wed, 11 Aug, 2021 at 9:00 AM
Delivery Date Removal
Enhancement to remove the delivery date from the CRM vehicle record when a vehicle is privately sold. In CRM when a vehicle is sold by the dealer, the del...
Wed, 11 Aug, 2021 at 9:02 AM
Booking a Demo Vehicle
Instructions on how to book a demonstrator vehicle via CRM or Showroom. There are 3 types of demo booking.  Type 1 - Now (Vehicles in the demo ...
Wed, 11 Aug, 2021 at 9:21 AM
How to add Notes to CRM Records
Within CRM, you are able to add and store notes against any Customer, Vehicle or Company record which can then be displayed once the record is accessed. T...
Wed, 11 Aug, 2021 at 9:23 AM
How to flag a Company record for deletion?
If you want to remove a company record from the database, you can flag it for deletion and it will be permanently removed from the database at the end of t...
Wed, 11 Aug, 2021 at 9:24 AM
How to Re-instate a CRM vehicle record marked for deletion
How to re-instate a CR< vehicle record marked for deletion CRM / My Desktop When searching for a registration number the record will be marked with a ...
Wed, 11 Aug, 2021 at 9:25 AM