Sales Profile

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The get to the Sales Profile you do the following; go into a customer record, select the Profiles tab at the top of the screen and then select the Sales Profile button. A window similar to the below will be displayed:

 

profiles sales

 

The Sales Profile shows you the following:

Personal - In the personal section you have the ability to enter the customers date of birth, martial status, hobbies and sports.

Customer Purchasing - In the customer purchasing section you have the ability to enter the number of vehicles purchased, purchase type, finance method and promotions.

 

The above information is usually entered for marketing purposes.