Customer First - Help Page

Welcome to the Customer First Help Page, this page is your one stop shop to support you with the use of Customer First for processing your sales leads.

On this page you will find How to Videos, PDF Help Guides, links to e-learning modules and contact information for additional support, scroll down to see more!

How To Videos

10 Videos

How To Access And Bookmark Customer First

0:34

Customer First Homepage Overview

1:57

How To View Customer Information

0:46

How To Link A Vehicle To An Existing Customer

1:02

The Differences Between A Lead & An Opportunity

1:05

Assign A Lead To A Salesperson

0:58

Reviewing A Lead

2:11

How To Process A Lead If The Customer Cannot Be Reached & Set A Reminder To Try Again

1:19

How To Process A Lead If The Outcome Is Positive

1:41

Managing Your Diary / Calendar

1:05

E-Learning Links

CG504135W01- Discovering Customer First

CG504135W02 – Getting to know your customer within Customer First

CG504135W03 – Processing leads and managing tasks in Customer First

CG504135E01- Introduction to Customer First Quiz

Handy PDF Guides

If you need any further support please contact us on (+44) (0) 8456 030 637