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Introduction To The Repository
CRONOS & Additional Tools
How to Video’s & E-Learning Links
Customer First
How to Video’s & E-Learning Links
Handy PDF Guides
Handy PDF Guides for all Systems
BDC
How to Video’s & E-Learning Links for BDC
Month End Support
Videos to help with month end
Handy PDF Guides
Customer First PDF Guides
Multibrand Customer First Login Instructions
Click Here To Download PDF
Understanding Information on the "Related Tab"
Click Here To Download PDF
What is an Opportunity?
Click Here To Download PDF
Understanding The Difference Between A Lead & An Opportunity
Click Here To Download PDF
Understanding Leads Scoring
Click Here To Download PDF
How To Assign Leads To The Users In The Network For Contact
Click Here To Download PDF
Leads Notifications Set-Up
Click Here To Download PDF
How To Get Access To C1st
Click Here To Download PDF
BDC Leads Overview
Click Here To Download PDF
BDC Reviewing Leads
Click Here To Download PDF
Freespee
Click Here To Download PDF
Searching for Customer Records
Click Here To Download PDF
How to Deactivate a User
Click Here To Download PDF
Checking The Customers Email Address Status
Click Here To Download PDF
How To Update Your Profile With Photo And Number
Click Here To Download PDF
Dealer Admin Setup In SDH
Click Here To Download PDF
Using The Secret Question To View Customer Records From Another Retailer
Click Here To Download PDF
Keeping Private Data About My Customers
Click Here To Download PDF
Marking a B2B Customer Account as a Leaser
Click Here To Download PDF
How to Close an Opportunity
Click Here To Download PDF
Transfer a Customer Portfolio from one user to another
Click Here To Download PDF
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Ordering in Customer First Guides
Order Process Flow
This document can be used as a guide every time you start a new order to identify which process you need to follow. It will then direct you to the correct process in the ‘Customer FIRST Ordering Matrix where you will find step by step instructions on which record types to use, how to add leasers and how to correctly identify drivers. The ‘Ordering Matrix’ excel sheet also explains what happens in the system for each of the scenario’s and who is recorded as owner, driver, keeper etc.
Click Here To Download PDF
Customer First Ordering Matrix
This Matrix will provide you for each possible ordering scenario a step by step process of how you should start the ordering process in Customer FIRST. It also gives you an example for each scenario, the process steps and the information on all the useful training documentation that you can reference for more details.
Click Here to Download Matrix
Understanding Record Types
This document will help you understand the difference between B2B account records, B2C Account records and B2B contact records and when to use them. It also provides a slide for each scenario detailed in the ‘Customer FIRST Ordering Matrix’ to give you a visual of how your actions connect records in the system.
Click Here to Download PDF
Motability Ordering Guide
This document will give you step by step instructions on how to correctly place a Motability Vehicle Order.
Click Here to Download PDF
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Cronos PDF Guides
An Introduction To The Cronos Suite Of Systems
Click Here To Download PDF
Vehicle Ordering
Click Here To Download PDF
Vehicle Management
Click Here To Download PDF
Vehicle Registration
Click Here To Download PDF
ESSOR
Click Here To Download PDF
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Additional Tools PDF Guides
Stock Reports (MADAX)
Click Here To Download PDF