CRM Phase 1 - Flipbook - Page 31
Attaching Customers to
Company Records
5. Introduction
If a customer works for a company the customer record must be attached to a company record in order that a
common link can be established between drivers/contacts and the overall company that may operate a vehicle.
For example, five drivers may use the dealership who subsequently works for the same company. By attaching
each customer record to the company it is easy to establish how many points of contact exist for that company.
Attaching Customers to Company Records
02.002.02.L1 9304E
Page 31 of 115
