Desktop
Watch this short video or see the steps below on how to add a customer to DriveCentric!
Step 1) To add a new customer click the Add Customer icon on your top menu bar (on your mobile application you'll see this same icon):
Step 2) Enter the customer's name in the customer search window (or toggle to Company and enter the Company name) to see if they already exist. If they are already in the system select and claim the customer following the prompts on the screen.
Step 3) If the customer does not exist click the Add Customer button.
Step 4) For an Individual you must enter the First Name and Last Name, and for a Company, you must enter Company Name.
If there is an open deal, you must also choose the Source and Description.
If there is not an open deal, disable the "Add Deal" at the bottom of the screen.
Step 5) Click Add Customer to finish adding the customer.
Mobile
If you have any questions, please reach out to your Customer Success Team by clicking on the Support Icon found in the bottom right-hand corner of DriveCentric!