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1. Add New Customer / Search Customer

1. Add New Customer / Search Customer

 

 

Add New Costumer

 

 

Current Capabilities

 

- When logging into MST, a Salesperson can:

· Create a new customer profile name

· Search for a customer using:

            o Email

            o Phone Number

            o Name

· Edit Customer profile (i.e. change name, address, email)

· Confirm Toyota/Lexus Financial Service Customer

· Indicate Primary and/or Co-Account Holder

 

 

 

 

 

 

 

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