How do I add a new customer?

STEP 1:

Navigate to the Customers Dashboard by clicking the “Customers” link on the DealerAccelerate navigation menu, located at the top of your screen. This will take you to the Customers Dashboard.

STEP 2:

Click the “Add New Customer” button in the top right corner of the Customers Dashboard (Fig. 1).

Figure 1: Add New Customer Button

STEP 3:

In the new Customer Record (Fig. 2), fill out the fields with all available information. Each new Customer Record requires a First and Last Name as well as Country.

Figure 2: New Customer Record

When you’re finished entering in the customer’s information, click the “Create” button in the top right corner of the new Customer Record.

A notification will appear in the top right corner of your screen to let you know the new Customer Record has been created successfully. To return to the Customers Dashboard, click “Back to List” in the top left corner of the new Customer Record. 

Feedback and Knowledge Base