CRM Phase 1 - Flipbook - Page 84
Detaching Vehicle
records from
Customers
Refer to process 02.001.01 L1
Searching for CRM Records
Within the Vehicle
record select Edit
Are all links or
individual links need
detaching
All
Individual
Select the Sales
contact link
Select the
required link to
detach
At the Customer
search select
Cancel
At the Customer
search select
Cancel
Select Yes when
presented with
Remove Contact
Link
Select Yes when
presented with
Remove Contact
Link
Does the link need re-attaching
to a different Customer record?
If so, refer to process
02.002.06 L1 Attaching
Vehicles to Customer Records
Select the
Aftersales contact
link
Select Save
At the Customer
search select
Cancel
Select Yes when
presented with
Remove Contact
Link
Detaching Vehicles from Customer Records
02.002.07.L1 Revision 8.35 18/05/07
Page 84 of 115
