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DealerTeam

Edit Rental Agreements for Lightning

Goal 

Learn how to edit Rental Agreements. Make changes to driver information, rental vehicle, fees, and insurance information.

After reading this article you will be able to:

  • Navigate to the edit details screen.
  • Edit the Drivers tab.
  • Add Additional Drivers
  • Edit the Vehicle tab
  • Edit the Insurance tab

 

Attention, Users!

Salesforce has two different desktop user interfaces: Lightning Experience and Salesforce Classic. This module is designed for Lightning Experience.

 

Step One: Navigate to Edit Details 

  1. Open the Rental Agreement.
  2. Click Dropdown button located on the top right of the highlights bar.
  3. Click the Edit button.

Step Two: Edit Drivers Tab

  1. Click the Drivers tab. 
  2. Click X to delete the current Driver.
  3. Enter customer name in the Customer Contact field.
  4. Scroll down to view possible matches, then select the desired Account.

Multiple accounts will appear with additional contact information (Address and Email) differentiating accounts. 

Rental Agreements 2, drivers tab filled.png

 

Additional Driver

  1. Click Add Driver to include additional drivers.
  2. Enter the New Driver information
  3. Click Save

Rental Agreements 2, add driver info filled.png

 

The Drivers tab will include the driver's information along with the additional driver.

 

Rental Agreements, drivers tab with additional driver.png

 

Step Three: Edit Vehicle tab

  1. Click the Vehicle tab.
  2. Click the X to delete the rental vehicle.
  3. Click in the Rental Vehicle field to search for a vehicle by lookup using a stock # or description of the vehicle.

Note: Rental vehicles are only displayed. If the desired vehicle is not displayed ensure the vehicle inventory record type is set to Rental.

 

Rental Agreements 2, Drivers tab, edit driver or select new driver.png

 

Step Four: Insurance tab

  1. Click the Insurance tab.
  2. Enter the customer's insurance information. 
  3. Click Save.

 

Rental Agreements 2, Insurance tab.png

What's Next

The next step is to Process a Rental Return