DriveCentric

The Customer Contact card provides an overview of the customer including their contact information, customer notes, assigned users, owned vehicles, and their open deal if applicable.

To access the Customer Contact Card click the green Drivers License image in the upper left of the customer deal card.

There are up to four tabs on the Customer Contact Card: Contact, Cust Notes, Details, and Open

If you have any questions about the Roadmap to the Sale icon, please reach out to your Customer Success Team by clicking on the Support Icon found in the bottom right-hand corner of DriveCentric!

<a href="http://help.drivecentric.com/en/articles/2082918-contact-card-contact">Contact Card: Contact</a>

<a href="http://help.drivecentric.com/en/articles/2082886-contact-card-notes">Contact Card: Notes</a>

<a href="http://help.drivecentric.com/en/articles/2082899-contact-card-details">Contact Card: Details</a>

<a href="http://help.drivecentric.com/en/articles/2082911-contact-card-open">Contact Card: Open</a>

<a href="http://help.drivecentric.com/en/articles/2082851-contact-card-edit-customer-information">Contact Card: Edit Customer Information </a>

<a href="http://help.drivecentric.com/en/articles/5104789-remove-a-customer-from-the-crm">Remove a Customer from the CRM</a>

<a href="http://help.drivecentric.com/en/articles/5180017-unsubscribing-a-customer-from-communication">Unsubscribing a Customer from Communication </a>

Customer Contact Card

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Customer Contact Card Tabs