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DealerTeam

Add a Desired Vehicle

Goal

Add a Desired Vehicle to a Sales Up to track the vehicles of interest on a potential transaction.

After reading this article you will be able to:

  • Navigate to a sales up record
  • Add a desired vehicle

 

Attention Users,
Salesforce has two different desktop user interfaces: Lightning Experience and Salesforce Classic. This article is designed for Lightning Experience.

 

Step One: Navigate to a Sales Up Record

  1. Click the App Launcher icon.

1 Add a Desired Vehicle- App launcher.png

 

  1. Enter Sales Up in the quick find area.
  2. Click Sales Up.

2 Add a Desired Vehicle- Sales up navi.png

 

  1. Select desired Sales Up record.

3 Add a Desired Vehicle- SUP record.png

 

Step Two: Add a Desired Vehicle

  1. Click the Vehicle tab.
  2. Enter the Desired Vehicle's <VIN>, <Make> or <Model> in the search field.
  3. Select the Desired Vehicle.

4 Add a Desired Vehicle- Primary Desired vehicle.png

 

Additional Desired Vehicle

  1. Click the dropdown of the related Desired Vehicle card.
  2. Click New.

5 Add a Desired Vehicle- secondary Desired vehicle.png

 

  1. Enter the desired vehicle <VIN>, <Make> or <Model> in the Vehicle Inventory field.
  2. Click the Desired Vehicle.
  3. Click Save.

6 Add a Desired Vehicle- secondary desired vehicle.png