Creating and Managing Client Profiles (Dealers, Manufacturers, and Salespeople)

Overview

The Clients module manages all external partner profiles, including Manufacturers, Dealership locations, and Salespeople. Setting up these relationships correctly ensures that sales locations and representatives map accurately during contract creation.

Navigation & Step-by-Step Instructions

Creating a Dealer Profile

Go to Clients > New Dealer on the main menu.
Enter the Dealer Name (e.g., Quality Storage Buildings) and physical address details in the top-left section.
Under the Rental Company dropdown, select the specific rental company assigned to that dealership location.

Creating a Manufacturer Profile (Using the Copy Shortcut)

To duplicate address and contact details quickly, open an existing Dealer profile, click the downward arrow in the top-right corner, and select Copy this contact.
In the top Contact Type dropdown, change the selection from Dealer to Manufacturer.
Update the profile name by adding a company suffix (e.g., Quality Storage Buildings - QSB RTO LLC).
Confirm the assigned Rental Company and click Save.

Linking a Dealer to a Manufacturer

Reopen the Dealer record under Clients.
Click the Manufacturer dropdown menu and select the corresponding Manufacturer profile.
Click Save to complete the linkage.

Creating a Salesperson Profile

Open Clients and click the ellipses (...) or create a new contact profile.
Set the Contact Type to Salesperson.
Under Organization, select the specific Dealership location the salesperson is assigned to.
Enter the salesperson’s name and click Save.