Create customer individual · company · fleet

Full customer creation beyond lead quick capture. Switch between Individual and Company / Fleet · TRN/Trade License only show for Company-Fleet. Individuals use Emirates ID / Passport / Driving License. Customer is not Purchase Party by default · seller becomes purchase party only after approved handoff.

One-to-one KYC later allowed for Individual Trade License required for Company

Customer type

Switch context · fields update automatically · TRN appears only for Company / Fleet

01 · Identityfull legal name · contact

Full name *

Nationality *

Mobile *

+971

Email optional

Preferred branch

Preferred language

02 · KYC documentsEmirates ID · Passport · Driving Licence · later allowed

Individual mode · no TRN field

Emirates ID

Mandatory before delivery · can be captured later.

Passport optional

Driving Licence required for test drive

Address optional

Individual buyer mode. No TRN / Trade License field shown. Business tax details apply only to Company / Fleet customers. KYC documents can be captured later · mandatory before delivery + handover.

03 · Consent & preferencesone-to-one only · no campaigns

Customer consents to one-to-one WhatsApp · Email · Phone for deal communications Customer consents to test drive activity reminders Marketing broadcasts · not supported · campaign automation is out of scope

Duplicate check · 1 possible match

Same mobile prefix (+971 50 ••• 2841) matches existing lead L-26194 (Hassan Rahman · stage 5 Negotiation). If same person · link instead of creating.

Open L-26194 lead

Document readinessSCORED · UPDATES LIVE

62%

Identity captured

Done

Mobile verified

Done · OTP

Optional · pending

Emirates ID

Pending · before delivery

Driving Licence

Pending · before test drive

Customer ≠ Purchase Party

Rule applied · seller becomes party only after handoff

Score grows as documents are captured · 100% required before delivery handover.

Link to lead / deal optional

Saves as Individual customer · linked to lead optional · capture missing KYC later

Data rules5

Individual customers DO NOT show TRN field · use Emirates ID / Passport / Driving Licence
Company / Fleet customers can show Business TRN and Trade License
Customer ≠ Purchase Party by default · seller becomes party only after approved handoff
KYC documents can be captured later · mandatory before delivery
No marketing broadcasts · campaign automation is out of scope