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Navigate to the Customer tab. You can use Phone No. or email to search for an existing customer. 
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Select a customer, and then the system will automatically populate the name and the address to the quote, together with the customer ID.
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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. |
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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