lead2car

Accounts represent all customers in the system. An account can represent both:

• Company customers (e.g. EY)
• Retail customers (individual persons)

Each account contains customer information and serves as the main record for managing relationships, activities and sales.

Retail customer

In case of a retail customer, the account and the contact represent the same person.

Company customer

For company customers, one account can contain multiple contacts.

Contacts represent contact persons of customers. Each contact is always linked to an account and cannot exist independently.

• Stores personal details (name, email, phone)
• Represents a specific person within a customer account
• Is used in leads, opportunities and activities

Each account contains multiple tabs that provide detailed information about the customer.

Common tabs include:

• General information – basic customer data
• Segmentation – customer categorization and classification
• Contact & Address – contact and location details
• Vehicles – vehicles linked to the customer
• Direct spend / Indirect spend – overview of customer costs and spending
• Payments – financial transactions and payment information
• Marketing lists – assignment to campaigns
• Contracts – related agreements

These tabs provide a complete overview of customer data and activity history.

If duplicate accounts or contacts exist, they can be merged.

• Select duplicate records
• Click Merge in the upper ribbon

The system will show differences between records and allow you to select which data to keep.

• Select preferred values for each field
• Confirm the merge

If financial values differ between records, they are combined during the merge.