The client details is where you will correspond with your clients as well as get information they have supplied when filling in a quote request and/or credit application. Depending on how much information the customer has entered will depend on how this page will look, but it will be something like below:
At the top of the page you will see the customer details, such as their name, address, email, phone numbers and vehicle interested in details.
Below that you will see any emails that have been sent to and from the customer. Here you have two options to either delete the email or print it.
- Click this icon to delete the email.
- Click this icon to print the email.
At the bottom of the page we have included a convenient way for you to send emails to your clients as well as add notes to the system for the individual client. This is a powerful form allowing for you to customize the email with font chooses and color chooses much like you would find when using popular programs like Microsoft Word.
To leave a note for the client and not send them a email check mark the 'Check here to update status and leave a note only.' Like shown below.
