CRM Phase 1 - Flipbook - Page 80
Attaching Vehicles
to Customer
Records
Refer to process 02.001.01 L1
Searching for CRM Records
Ensure that the
Vehicle record is
in Edit
Do you wish to attach all
three links or just one
individual link?
All
Individual
This will attach all three links
to the same customer
Select the
required link, e.g.
Sales, Aftersales
or Driver link
Select the driver
link
Refer to process 02.001.01 L1
Searching for CRM Records
Search for the
customer, highlight
the required record
and click on Load
If the Customer record is
attached to a Company,
the system will prompt
