The management software includes a list of Referral types to define how a customer became part of the database. Users may customize the list from any Customer screen Open any EST, RO or INV and go to the Customer screen.
1. Click on the Market button to access referral functions.
2. Click on Referral Setup to display the current list
3. Click on Add to open space to create a new referral entry.
4. Once the new referral text is entered, click OK to save it.
5. The list now includes your new entry; click OK to close the list.
Home » Categories » Multiple Categories | |||
How To Add New Referral Type |
|||
Article Number: 245 | Rating: 5/5 from 1 votes | Last Updated: Thu, Nov 19, 2015 at 11:57 AM
|
|||
| |||
Attachments
![]() There are no attachments for this article.
| |||
Comments ![]() | |||
Correcting Duplicate Customers / Vehicles
Viewed 29445 times since Thu, Mar 12, 2009
How to use Honda-Acura catalog with Teamworks SE
Viewed 1131 times since Thu, Jan 7, 2021
Manager 5.9 installation instructions
Viewed 9166 times since Fri, Jun 6, 2014
Correcting Previous Mileage Errors
Viewed 18102 times since Wed, Apr 29, 2009
Create a User in SE
Viewed 18212 times since Wed, May 23, 2012
Manager SE v7.x Scheduler Config / User Guide
Viewed 14233 times since Mon, Oct 12, 2015
Shop Management: How to Recover Deleted Customers
Viewed 4386 times since Wed, Jan 10, 2018
OEM PnL Transfer Link Missing
Viewed 1081 times since Wed, Aug 15, 2012
Change Vehicle Ownership
Viewed 7053 times since Sat, Oct 31, 2009
Export Data from Manager SE Followup Reports to .CSV format
Viewed 3991 times since Tue, Jul 17, 2012
|