CRM Phase 2 - Flipbook - Page 162
STEP
PROCESS
STEP 5
At the vehicle booking screen complete the date and time the vehicle is out including
the date and time of return. All required fields must be completed, these are:
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Date/time out
Return date/time
Sales executive
Out Branch
In Branch
Comments
Which telephone
Approved by
Accompanied
Refer to the Autoline help files
for a detailed explanation of fields.
N.B. If the Now button has been selected, quick fire questions will be shown at
the foot of the screen. These can be answered Yes or No by clicking on the
Yes/No column. The questions can be changed within System Parameters if
required.
Creating a Booking with a Customer Loaded
02.011.02.L1 9304E
Page 162 of 205
