Customers

1. Import customers

   Bring in a customer list from a file, for example from your previous system.

2. Export

   Downloads the customers as a CSV file that opens in a spreadsheet.

3. Add a customer

   Create a person or a company by hand. Customers are also created for you from leads, sales and bookings.

4. Search and filter

   Search the list and filter by type, marketing consent or blocked customers.

5. Customer list

   Shows contact details, how many cars and leads each customer has, and their flags. Open a name for the full customer record.

6. Customers

   People and companies you deal with, with their cars, purchases, service history and consent.