What is a Deal?
Learn more about Deal fields.
Why Make a Deal?
Take the data from a sales up such as customer information, desired vehicle and appraisal vehicle with one click of a button to create a quote. Once the Quote is accepted present the customer with the final paperwork of the transaction. Deals are quick way to reduce repetitive data entry by streamlining the combination of Sales Up information and a Quote.
When to Make a Deal?
Create the Deal when the customer wants to begin the quoting process. A customer will begin negotiations once they have found a vehicle that fits their needs.
How to make a Deal from a Sales Up?
From the Sales Up screen click the New Deal button. All recorded Sales Up information will be copied into the deal. Fill in any additional qualifying information and click the red flashing save icon to save the Deal.