Customer Profile Explained- Overview

Provided is a general overview of the customer profile. Clicking the link in the outline will take you to a section of how to use the capabilities of that section. 

1. Quick Action Profile Management

2. Customer Information Dashboard

3. Current Customer Equity Position

4. Customer Note

5. Offers and DMS Links

6. Business Unit Information and Leads

7. Leads

8. Customer Communication Dashboard

   
   

9. Current Customer Status

10. Current Customer Process

11. Vehicle Information

12. Lead Information

13. Trade Information

14. Credit/Red Flags

15. Find Duplicate Button

16. Customer Information

17. Co-Buyer Information

18. Notes and History