How to add an existing customer

  1. Click on Add Customer on the top menu bar
  2. On the next page enter the cell phone number of the customer you want to add, click Start
  3. The Customer Quick Start page will pull up the Customer Information and the Vehicle Information currently defined for that customer. If you need to add an additional vehicle for this visit you can do so by clicking Add a new vehicle at the bottom left of the page.
  4. Once all information is correct, click Add to active customers at the bottom of the page. The customer will be added to your Autoflow dashboard.

 


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