CRM Phase 1 - Flipbook - Page 59
STEP
PROCESS
STEP 1
Search for the required Company record. Refer to process 02.001.01 L1 Searching
for CRM Records for more information.
STEP 2
Click on Edit from toolbar.
STEP 3
From the toolbar within the company record select Company options, followed by Fleet
spread:
STEP 4
Click on Create new.
STEP 5
The screen holds details regarding the number of owned and number of required
vehicles including the types of vehicles being run by this company. Complete as
required, an example is shown:
STEP 6
Once complete click on OK.
Adding Fleet Spread to a Company Record
02.002.09.L1 9304E
Page 59 of 115
