Create a new dealer/client

 

1. Client Type Client Type can be a dealership or a private client.

2. Client Address Use google search to find the address. This address will be shown in Dealer/Client search when creating a new request You will need to name this address. Examples: “Sales location” , “Service location”, “Home location” etc.

3. Contact information You will need to add at least 1 person as a contact. To create a contact, you need to know their Name, Title and phone or e-mail.

1. Click on Dealer/Client search bar

2. Click on “+ New Client” at top right corner

3. Type in all the fields:
1. Client Type
2. Client Name
3. Code (optional)
4. Group name (optional)
5. Client address name
6. Client address

4. Click “Create Client”

After you create a new dealer/client you will be able to find them in Dealer/Client search bar