CRM Phase 1 - Flipbook - Page 47
Creating Extra Detail
Information
9. Introduction
Extra details allows the user to record additional information about the customer record such as desired vehicle,
trade-in and lifestyle data. The look-up fields allowing for classification of date can be amended to suit the
dealerships requirements. For example, age ranges or demographic groups.
If required any of the fields that are held within extra details may be made mandatory to enter data.
All information held within extra details can be used within the Ad-hoc facility to extract information for marketing
initiatives.
Note: If the dealership is using the Showroom module the desired vehicle and trade-in tabs will automatically
populated when the sales executive produces a showroom enquiry. This information will also be shown on a
printed contact sheet.
Creating Extra Detail Information
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