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Checking a Customer In the Store

How to record a visit.

Genius avatar
Written by Genius
Updated over 8 months ago

The "Location" icon allows you to easily identify all customers currently visiting the dealership. Open your customer deal card and click the "Check In" action button when your customer arrives.

NOTE: Customers added as source type "Showroom" will automatically be checked in the store.

Once you click the "Check In" action button the customer will appear on the notification bar under the location icon until they are checked out.

 
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