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Allows you to set anyone in the database as a dealer. |
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Show me |
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The Dealer list is used when you want to e-mail a Contact to someone else; you can select the nearest dealer based on postcode. It is also used when you process form submissions for allocating new Contacts to a dealer. |
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Note Dealers appear in Setup in alphabetical order. This has no bearing on the order in which they are prioritised when considered for allocation. |
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To add a dealer to the Dealer list |
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Click the
Add button |
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Search for a Contact
(The Contact must already exist in the database. Duplicates are not allowed.) |
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To delete a dealer from the Dealer list |
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Highlight the dealer you want to remove |
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Click the
Delete button |
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Note When you remove a dealer, it is not deleted from the database, only removed from this list. |
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Setting a dealer's suitability |
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Highlight the dealer you want to set |
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Click the
Distribution rules button |
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Or, double-click the dealer you want to set |
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You can then set rules that will govern whether this dealer is most suitable to deal with a particular Contact, Company or Family. |
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Note At present, dealers are selected based on postcode regardless of the rules set in this section. |