Add Lease Holder

You can add a new lease holder company or individual for any leased vehicle through the Edit Vehicle page.

If you only need to edit an existing lease holder, view this page:

Edit Lease Holder

1. Open the Vehicles module of the account you plan to edit.
2. Find the vehicle within the list. Under the action menu, click Edit.  
   
3. Under the Ownership section, make sure the Ownership Type selected is Leased. 
4. Click Add Lease Holder.
   
   
5. Fill in the General tab fields:
   • Type in the Name.
   • Type the street address in the Street 1, Street 2, and Street 3 fields.
   • Type in the Zip Code then click Lookup Zip Code. The City and State will appear automatically.
   • Type in the Phone Number.
   • Type in the Fax Number.
   • Type in the Email.
6. Proceed to the User-Defined tab and enter additional information as needed.
7. Click Add Lease Holder.
   
   The new Lease Holder will appear in the field.
8. Continue filling in the Ownership Information:
   • Type in an Effective Date.
   • Type in an Expiration Date.
   • Type in a Description.
   • Type in a Contract Number.
9. Click Add Vehicle or Edit Vehicle.

To change the contact information for a leased vehicle, view these help pages:

Add New Finance Company

Edit Finance Company