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Flagging a Fleet Deal

Autosoft -

You can use the Fleet toggle in a deal's Desking screen to mark a fleet deal. This will allow you to filter deal searches for fleet vehicles and choose if fleet deals are included in or excluded from reporting. 

To flag a fleet deal, follow these steps:

Step 1. Build a deal or open an existing deal by double-clicking on the deal from the Deal Search screen.

Step 2. Click the Fleet toggle in the left column of the deal's Desking page. When the toggle's background is blue, the deal is flagged as a fleet deal. 

deal_fleet_flag.JPG

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