Transferring a Vehicle From One Customer to Another

Transferring a Vehicle From One Customer to Another

Getting Started

  1. Select Search at the top of the dashboard.
  2. Once on the Search page, select Click here to transfer/merge vehicles and customer in the top right corner highlighted in blue.

  1. Select Transfer a vehicle from one customer to another customer from the drop down menu.
  2. On the left side of the screen search for the customer profile that has the vehicle to be transferred.
  3. On the right side of the screen search for the customer profile that will be receiving the vehicle being transferred.
  4. Once both customers have been selected, select the blue arrow to move the vehicle record to the new customer.





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