Goal: Create a Sales Up from a Business Account.
Salesforce has two different desktop user interfaces: Lightning Experience and Salesforce Classic. This article is designed for Salesforce Lightning. This process will need to have a contact on the account.
When starting a New Deal from the Business Account, the Deal will use the Account Name to populate the buyer. The Sales Up will include the Contact from the related Account and provide information for the user to conduct follow-up.
Step One: Search Account
Begin by Searching for the account you would like to create a Sales UP for. From the global search field type in the account to be used and select it. If there is not an existing account, you will need to create one. See Create a New Account.
Step Two: Create a New Sales Up
1. Click the Sales tab
2. Click New
Step Three: Select a Record Type
There are 3 Record Types to choose from. Select a Record Type then click next.
- Standard Sales Up
- Standard transaction where selling an Inventory Vehicle and potentially taking in a Trade-In.
- Curb Purchase
- A transaction where the dealership purchases a vehicle from a customer without selling an Inventory Vehicle.
- Equipment Only
- A transaction used to sell equipment only to a customer for use on their own vehicle chassis.
Step Four: Create a New Sales Up
Select a Contact
Now you will be driven to the Sales Up screen. The Buyer field pick list is derived from the contacts within the account. If the Account contains a contact, their information will automatically load in the Buyer field. If there are more than 2 contacts, click into the Buyer field and select one.
Select the Lead Type
Select one of the following Lead Types.
Select a Source
The Source helps determine where the lead learned about your offer.
Select the Lead Status
Select the Status based on the stage the lead is in during the sales process.
Search Vehicle Inventory
Search by entering a VIN, Stock #, Year, Make, or Model and select one.
Once all the desired fields are selected. Click Create New.