Toll Free: (800) 996-9777 Intl: (858) 732-3001 Remote Connect Chat Request Book a Demo

Vehicle Transfer

Q. I have a new customer that brought in their vehicle and the vehicle has been here before but is showing under another customer's name, how do I keep the existing vehicle history with my new customer?

Answer:

In the existing customer record you will highlight the vehicle in question and then click on “Vehicle Options” from the menu you will chose “Transfer Vehicle.” The transfer wizard will step you through moving the vehicle and all of its history from the existing customer to the new one.