Learn how to create a new Account when adding a customer or business to DealerTeam.
1. Click Create New in the sidebar then select Account.
2. From the Account Tab, click the New button.
Choose the Account Type. A Person Account is any customer acting as an individual. A Business Account is preferred when there will be one or more contacts interacting with the dealership under a single entity.
Fill out all the required fields and gather any additional information about the customer.
This is what was achieved and what was omitted in this how-to.