CRM Phase 2 - Flipbook - Page 158
Creating a Booking with
a Customer Loaded
33. Introduction
There are two methods used to create a booking: with or without a customer loaded.
. Left clicking on the button
When a customer record is loaded the Immediate start button is labelled with
opens the Customer demonstrator vehicle booking form making the vehicle available to book for a customer.
Alternatively right clicking on the required date and time and one of the following two options can be chosen:
Creating a Booking with a Customer Loaded
02.011.02.L1 9304E
Page 158 of 205
