Transferring a Vehicle from One Customer to Another

To transfer a vehicle from one customer to another, follow these steps:

1. Access the Marketing Record:

   • Open the marketing record that contains the vehicle you wish to transfer.

2. Navigate to the Vehicles Tab:

   • Go to the Vehicles tab within the marketing record.

3. Initiate the Transfer:

   • Click Update, then select Transfer.

4. Search for the New Customer:

   • The marketing search screen will appear. Search for the new customer to whom you want to transfer the vehicle.
   • Double-click on the selected customer record.

The vehicle, along with its service history, will be transferred to the new customer and removed from the old customer’s record.