CRM Phase 1 - Flipbook - Page 27
STEP
PROCESS
STEP 1
To create a customer record, select the option Create.
STEP 2
When taking the option to Create you are presented with a choice of locations to
allocate a dealership to the customer record:
STEP 3
You will be prompted to enter a postcode within the postcode look-up; click on OK to
select the relevant house number or name the address will then be populated and
entered into the customer record.
STEP 4
If a customer exists already which has not been found during the search (e.g. another
customer record with a matching postcode) the system will prompt:
At this stage, if the customer record exists, select Use selected customer and refer to
process 02.001.01 L1 for Searching for CRM Records, or Re-enter if you wish to
search again, or finally if the customer record you wish to create is not listed select
Customer is not in the list and continue to the next step.
Creating Customer Records
02.002.01.L1 9304E
Page 27 of 115
