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DealerTeam

How to add a Location

Add different locations to the system to distinguish activity, users, and inventory between multiple roof tops.

Goal

After completing this article you will know how-to add new locations to your org.

First Step

Begin by clicking the All Tabs +. Find Locations in the available objects.  

all tabs +

If Locations is not available, your system administrator can grant you access to view the object.

Click on Locations.

locations

 

Second Step

Click the New button to add a location.

New location button

 

Fill in all the required fields. The Company Number is a free text field and does not have to include an actual number.

Add as much detail for the dealership location as desired.

Click Save when done. 

Locations Edit page

 

The Location will be displayed under Recently Viewed in the main pane. 

Click New and repeat the same steps to add another location. 

available location