Sales and Customer Tracking

Dealers can quote, sell and deliver products to customers. Once a product has been ordered for or delivered to a customer the manufacturer has instant access to that customer information.


  • Customer Relationship Management
  • Customer Notes
  • Customer History
  • Attachments (pictures, documents & more)


Additional Information

Detailed information can be collected on customers that can be used for CSR.  All products that are sold or quoted to a particular customer can be seen from the Customer Editor, along with any Warranty Claims that are associated with the customer and any Surveys the customer may have completed.

<< Go back to Parts Ordering Continue to Documents and Correspondence >>