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Starting a Deal from a Customer Vehicle Record

Autosoft -

If your customer is ready to start building a deal, you can start the process right from their customer vehicle record. This allows you to apply the customer vehicle to the deal as a trade simply and quickly and to build from there.

Step 1. While in the customer vehicle record, click the Actions button in the upper-right corner of the screen, above the Vehicle Summary Card. 

Step 2. The Actions options menu will open. Select New Deal.

customer_vehicle_actions_menu.JPG

Step 3. The Deal Information pop-up will open containing defaults set in the Sales section of the Setup application. To change the information in a field, click the options caret to the right of the field and select a different option from the drop-down menu.

customer_vehicle_deal_info_popup.JPG

The Buyer field will be empty. Use the options caret to the right of the field to view a list of owners associated listed for the vehicle. Select the vehicle owner for whom you're creating the new deal.  

customer_vehicle_deal_info_popup_buyer_menu.JPG

Step 4. Click Save. The new deal will open to the Desking page. You'll see that the customer has been added as the buyer and the customer vehicle has been added as the trade. Continue building the deal. For more information, see the Sales section of the Knowledge Base.

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