CRM Phase 1 - Flipbook - Page 86
STEP
PROCESS
STEP 1
Click on the Edit icon on the toolbar within the vehicle record. Refer to process
02.001.01 L1 for information on Searching for CRM Records.
STEP 2
Within the Vehicle tab select the required link, e.g. Sales Contact.
Note: to detach the vehicle completely away from the customer record, each link in
turn will need to be selected.
STEP 3
At the customer search click on Cancel.
Detaching Vehicles from Customer Records
02.002.07.L1 Revision 8.35 18/05/07
Page 86 of 115
