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DealerTeam

Add a Contact to a Dealer Account

Goal

Contacts are representatives of Accounts. Add a contact to a Dealer Account.

After reading this article you will be able to:

  • Navigate to a dealer account record
  • Add a contact to the account
  • Detail the contact fields

 

Step One: Navigate to a Dealer Account Record

  1. Click the App Launcher icon.

1 Add a Contact to a Dealer Account- app launcher.png

 

  1. Enter Accounts in the quick find area.
  2. Click Accounts.

2 Add a Contact to a Dealer Account- account navi.png

 

  1. Click desired account.

3 Add a Contact to a Dealer Account- account record.png

 

Note: The Record Type column  will display Person, Business, Or Dealer.   

 

Step Two: Add a Contact to the Account

  1. Click the Contacts tab.
  2. Click New.

4 Add a Contact to a Dealer Account- new btn.png

 

  1. Select Business Contact.
  2. Click Next.

5 Add a Contact to a Dealer Account- record type.png

 

  1. Fill out all the * required fields.
  2. Click Save.

6 Add a Contact to a Dealer Account- save btn.png

 

Step Three: Contact Fields

The Last Name, Lead Type and Source are the only required fields for Contacts. Enter accurate data into Contact fields to fill out the Contact. The Contact fields are sectioned into Contact Information, Address Information and Additional Information.

Contact Information

The contact information section contains:

Field Description
(a) Name Name of the contact.
(b) Contact Owner The user who communicates with the contact.
(c) Company Details Contact's relation to the contact.
(d) Contact Information Channels to get a hold of the contact.
(e) Spouse / Other A spouse or connection of the contact.
(f) Source Details The contacts lead and source information.
(g) Alternate Email Secondary email address.
(h) Referral Account lookup
(i) Rental Disposition  Used by rental department to determine why customer did not rent from company.
(j) Location details Longitude and Latitude of where the contact works.

 

7 Add a Contact to a Dealer Account- CONTACT INFORMATION.png

 

Address Information

The address information section contains (a) primary address and (b)  secondary address. 

8 Add a Contact to a Dealer Account- address INFORMATION.png

 

Additional Information

The additional information section contains (a) Record type and (b) Business to Customer checkbox.

9 Add a Contact to a Dealer Account- additional INFORMATION.png