πŸ“ Which customer from the Owner Driver Keeper link is contacted?

Ellie
Ellie
  • Updated

Question 

How to work out which customer to contact from Owner, Driver, Keeper if there are multiple contacts?

Answer 

Within the CRM Record - Vehicles Details tab there is a link for an Owner, Driver and Keeper of the Vehicle. If there are different customers for each the below describes which customer will be contacted for which event:

Aftersales Contacts sent through the system will automatically be addressed to the Driver of the vehicle.

Sales Contacts sent will automatically be addressed to the Owner of the vehicle.