If a customer profile does not already exist, you can create one by following the steps below.
- While logged in to Dealerware Web, select Customers from the main menu
- Select + New Customer
- Input the customer's first and last name, mobile number, and email address (email is optional for customers in the United States and mandatory for customers in Canada), and preferred language
- Select Add Customer
- Select View New Customer Profile to redirect to Customer Details
- Complete the remaining sections of the Customer Profile in Customer Details: Overview