Customers & Sales
Customer records, quotes, and sold-by attribution.
6 articles
The Customers list
What the Customers list shows, how to search it, and how to open a customer record.
Adding a customer
Create a customer record from the Customers list.
The customer detail page
Contact details, payments summary, linked vehicles, and how to edit or delete a customer.
Deleting a customer
When to delete a customer, why linked vehicles block deletion, and when to archive instead.
Archiving a customer
Hide a customer from pickers without losing history, and bring them back when needed.
Linking sales and payments to a customer
How agreed sale price, payments, sold-by attribution, and the outstanding balance feed into a customer record from the vehicle side.