Adding Vehicles

Modified on Mon, 13 Jan at 12:52 PM

For auto businesses, you can add a vehicle to a client record from the Clients tab.


To add a vehicle. simply:

  1. Navigate to Clients
  2. Search for the desired client 
  3. Open the profile
  4. In the top right, select Add Vehicle button 20197378-33d4a066b6c21cb0d7891f94d3189112.png
  5. Enter the vehicle year, make, model, and engine type  20197467-4ed831356ecad448999030f528d131e9.png
  6. Save your changes 


The vehicle information will now be displayed on the primary client's profile.

20197538-3f38cb01d8860ce3f00f15792a48aec3.png


To add additional vehicles:

  1. Expand the "All Vehicles" menu in the top right 20197573-218eef47ea7c11b558ebe85bc972c8fd.png
  2. Click on the "New Vehicle" option                                                                                                                                                                         20197589-8249325be901e926ebf26099b1ed00e9.png
  3. Enter the vehicle year, make, model, and engine type 
  4. Save

 

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article