CRM Phase 1 - Flipbook - Page 58
Adding Fleet Spread to
a Company Record
Refer to process 02.001.01 L1
Searching for CRM Records
Search for the required
Company record
Click on Edit
Select Company
options from the
tools menu and
select Fleet spread
Click on Create new
Complete the following fields:
Quantity
Required
Franchise
Model description
Category
Months/Miles
Click on OK
Adding Fleet Spread to a Company Record
02.002.09.L1 9304E
Page 58 of 115