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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.

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Written by Adrien Combourieu

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.

  1. First head over to the contact & boats app

  1. You will be landing on the customer list. Look for your customer email to check if it's already in your database.

  1. If not, click "New" to create a new customer

  1. Fill the first and last name, then fill the "Email" field.

  1. Then you can create a new boat

  1. Click add, then fill in the boat information

  1. Choosing a brand and a pre-defined model helps

  1. If you choose an existing boat model it will pre-fill this new boat with the default data for this boat model

  1. Done, now you have a new customer with its new boat and you can start doing business with them.

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