Manage Your Customers

Modified on Wed, 16 Aug, 2023 at 6:08 PM

The Customers page shows all customers of the dealership. This page allows users to add, edit, delete, and search for customers.



1. Adding or Updating a Customer

This section is where a user can add a new customer into database or update the details of an existing customer. 


Like the Notes section in the Lead menu, the Customer menu also has a Notes section to put down important details about the customer. Any notes that are written down in this section will be saved on the database when this is saved by the user by clicking the Save Changes button. 




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