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Adding a Buyer to a Deal

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Once you've started a new deal, you can add a new or existing customer to the deal as a buyer. 

For full details, click the topics below:

Adding a New Customer to a Deal

Adding an Existing Customer to a Deal

 

Adding a New Customer to a Deal

Step 1. While in a deal, click the Buyer button under the Deal Summary Card. The Buyer page of the deal will open.

You can also add a buyer by hovering over the Buyer button, which will open the Buyer menu.

Select Buyer from the menu to open the Buyer card only (the Co-Buyer card won't open with it) and create a new customer. 

Step 2. Click Add Buyer to Deal. The Add Buyer pop-up opens.

Step 3. Click the Create New Customer button in the bottom-right of the Add Buyer pop-up. The New Customer pop-up will open. This is the same pop-up that opens when creating a new customer in the Customer Application.

Step 4. Use the blue toggle at the top of the New Customer pop-up to determine if the customer is an Individual or Business. The blue toggle highlights the selected option. The fields on the page change based on the option you choose here. For full directions on entering new individual or business customers, see the articles, “Adding a New Individual Customer” and “Adding a New Business Customer,” in the Customer section of the Knowledge Base.

Step 5. Enter the new customer information. Any required fields will be highlighted in red when you tab or enter into them. When you’ve completed the screen, click Save and View Customer to review the customer record or Save and Continue to add the customer to the deal and close the pop-up without navigating away from the Sales app. You can also press ENTER to add the buyer, close the pop-up, and return to the deal, where you can continue working. The Deal Summary Card will be updated with the buyer’s name.

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Adding an Existing Customer to a Deal

Step 1. While in a deal, click the Buyer button under the Deal Summary Card. The Buyer page of the deal will open.

You can also add a buyer by hovering over the Buyer button, which will open the Buyer menu.

Select Buyer from the menu to open the Buyer card only (the Co-Buyer card won't open with it) and create a new customer. 

Step 2.  Click Add Buyer to Deal. The Add Buyer pop-up opens.



Step 3. Enter the buyer's partial or full name in the Search field and click Search or press ENTER. A list of customers matching the search terms you entered will populate the pop-up.

Step 4. Select the customer by clicking the radio button in front of their name and click Save and Close. The Deal Summary Card will be updated with the buyer’s name, and the buyer information will populate the Buyer page's Buyer Card.

Step 5. Continue building the deal, adding a vehicle and trade if you haven't already.

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