How To Create A New Customer And Boat In YouNav
Learn how to efficiently add a new customer and link a boat to their profile.
First head over to the contact & boats app
You will be landing on the customer list. Look for your customer email to check if it's already in your database.
If not, click "New" to create a new customer
Fill the first and last name, then fill the "Email" field.
Then you can create a new boat
Click add, then fill in the boat information
Choosing a brand and a pre-defined model helps
If you choose an existing boat model it will pre-fill this new boat with the default data for this boat model
Done, now you have a new customer with its new boat and you can start doing business with them.