CRM Phase 1 - Flipbook - Page 48
Adding Extra
Details to a
Customer Record
Refer to process 02.001.01 L1
Searching for CRM Records
Search for the required
Customer record
Click on Edit
Select Extra
details from the
toolbar
Click on Yes when
presented with:
Create an extra
details record
Certain look-up fields can be
modified to suit, refer to
process 02.012.02 L1 Creating
Extra Detail Look-ups
Complete the required
fields within Vehicle
required, Trade-in,
Lifestyle, Media and Notes
Click on Save
Creating Extra Detail Information
02.002.11.L1 9304E
Page 48 of 115
