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Scenarios for Working with Automotive Accounts
This section provides a sample scenario for working with accounts. The order in which the procedures are performed may vary based on your company's business practices.
A corporation purchases a fleet of vehicles from a large motor vehicle dealership. A fleet sales manager for the vehicle dealership creates an account for the corporation and then creates a vehicle record associated with the account for each of the fleet vehicles.
Associating a Vehicle with an Account.
A sales representative from a dealership sells a vehicle to a customer, who is a contact the representative created from a walk-in at the showroom several weeks ago. The vehicle dealership is the loan provider for the vehicle that the customer purchased. The vehicle is associated with the dealership account through the Accounts list from the Vehicle Summary view tab.
Associating a Vehicle with an Account by Relationship.