CRM Templates

Choose the appropriate form based on your task:

This form is for creating a new customer account with our CRM:

Account Form

This form creates new contact information for an existing CRM customer account. If the contact information for an existing account changes, start with this form:

New Dealer Form

This form is for managing new opportunities with an existing account and existing contact. If the new opportunity is for an existing account and existing contact, start with this form:

New Opportunities Form

This form is for managing interactions for an existing opportunity in the CRM:

Dealer Interaction Form