Skip to main content

 

 

DealerTeam

Create Sales Up from the Account

Goal: Create a Sales Up from a Business Account.

When you create a Sales Up from a Business Account a Contact needs to be included so the contact info (name, email, phone) will be visible on the Sales Up for follow up tasks.

 

Attention Users,

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.

 

Outcome

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.

 

Create Sales Up from Account, search for Account 2.png

 

Step Two: Create a New Sales Up

1. Click the Sales tab

2. Click New

 

Create Sales Up from Account, clicks Sales tab then New 2.png

 

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. 

 

Create Sales Up from Account, select Record Type.png

 

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. 

 

Create Sales Up from Account, select Contact.png

 

Select the Lead Type

Select one of the following Lead Types.

 

Create Sales Up from Account, select Lead Type.png

 

Select a Source

The Source helps determine where the lead learned about your offer.

Create Sales Up from Account, select a Source.png 

 

Select the Lead Status

Select the Status based on the stage the lead is in during the sales process. 

 

Create Sales Up from Account, select the Lead Status.png

 

Search Vehicle Inventory

Search by entering a VIN, Stock #, Year, Make, or Model and select one.

Create Sales Up from Account, search Vehicle Inventory.png

 

Once all the desired fields are selected. Click Create New.