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If you know the customer’s Name, Phone or Email, use them to search for an account.
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Accounts could be both Person and Business Accounts |
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You are not allowed to delete an account when there are opportunities created for it. |
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Currently, if you change the Customer’s First Name, Last Name, Phone, Email and Address, the changes are NOT copied back to the account. Need to discuss it more. |
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The detailed finance program with modified Participation Cost and Dealer Margin is saved in the Finance Program Details field on the Quote for future retrieval.
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