Follow this step by step guide to create a contact when selling a vehicle to a customer. Step-By-Step Guide: 2. Click on ‘Contacts’ from the left hand navigation menu 3. Once on the contacts page, click on ‘Add a contact’ 4. Input contact details for the customer. 5. Click on ‘Save’ NOTES:
Category: Contacts
Adding a Trader Contact
Follow this step by step guide to create a contact for a trader. You may want to create this contact for the trader (another vehicle dealership) if you are trading vehicles between you. Step-By-Step Guide: 2. Click on ‘Contacts’ from the left hand navigation menu 3. Once on the contacts page, click on ‘Add a […]
Adding a Misc Contact
Follow this step by step guide to create a miscellaneous contact. This is for any contacts who don’t fit into the other categories. Step-By-Step Guide: 2. Click on ‘Contacts’ from the left hand navigation menu 3. Once on the contacts page, click on ‘Add a contact’ 4. Input contact details for the contact. 5. Change […]
Adding a Supplier Contact
Follow this step by step guide to create a contact for a supplier. A supplier is a company who you purchase from. This could be vehicle parts, wheels or even a valet. Step-By-Step Guide: 2. Click on ‘Contacts’ from the left hand navigation menu 3. Once on the contacts page, click on ‘Add a contact’ […]
Adding a Finance Company Contact
Follow this step by step guide to create a contact for a finance company. You may want to create this contact for the finance company you use for your dealership, or if you purchase a vehicle which already has finance on it. Step-By-Step Guide: 2. Click on ‘Contacts’ from the left hand navigation menu 3. […]