Salesforce has two different desktop user interfaces: Lightning Experience and Salesforce Classic. This article is designed for Salesforce Classic.
- Create a Sales Up for a new customer account
- Create a Sales Up for an existing customer account
- Use the Dupe Catcher
Step One: Create New
There are two general ways to create a new Sales Up.
- Use the sidebar drop-down menu to Create New > Sales Up.
- From the tab bar choose Sales Up, click the New button.
Step Two: Select Record Type
Select the Record Type for the new sales up. A Curb Purchase is a customer only selling their vehicle to a dealership, whereas a Standard Sales Up is a customer shopping for a vehicle.
Step Three: Complete Required Fields
Start by entering the five required fields. (fields* are set by default)
- First Name
- Last Name
- Lead Type
- Lead Date*
- Lead Status*
When creating a Sales Up the lookup field Salesperson 1 can be used to assign an active user to the record. In the example below, the salesperson created the new Sales Up and was set by default as the Record Owner.
It's recommended to always capture a Phone Number, Email Address, and Source.
Click Create to save the Sales up record.
Creating a new Sales Up will also create a new account if one does not exist.
- Click the link displayed in the warning to continue working the existing Sales Up record.
- Click Create to create a new Sales Up and new customer account.
It is not recommended to click Create from the Dupe Catcher when a customer account already exist. The system will create a duplicate account.
Quick Create a New Sales Up from the Account
The new Sales Up should be created under the customer's account. From the duplicate warning, click the link to open the existing Sales Up. In the record, locate the Buyer Field and click to open the customer account.
From the Account, locate the related list for Sales Up (Buyer) and hover the cursor over the hyperlink. Keeping the cursor in the pop-up box, click the New Sales Up button.
Creating a New Sales Up from the existing Account will auto-populate the customer's name and other related information. This is a useful shortcut that saves keystrokes. Before clicking create, select the Lead Type to complete the required fields.
This process will create two Sales Ups under the same account, rather than duplicate accounts. Under the related-list Sales Up (Buyer) there will be two sales up records for Jennifer Smith.