CRM Phase 2 - Flipbook - Page 174
STEP
PROCESS
STEP 4
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:
•
•
•
•
•
•
•
Date/time out
Return date/time
Sales executive
Out Branch
In Branch
Comments
Approved by
Please refer to the glossary of fields for more detailed explanation of fields.
STEP 5
To complete the booking click on Create
screen.
STEP 6
from within the vehicle booking
The booking will now be shown in the booking grid, refer to the colour key for
information on the different types of bookings shown. An approved booking is shown
in yellow.
This will depend on the user9s priority to either book or automatically approve a demo
booking.
Creating a Booking for a Sales Executive
02.011.03.L1 9304E
Page 174 of 205
