Add a Trade-In
You have the option to add multiple trade-ins to a deal.
Trade-In Appraisal not Completed
After clicking Add Trade-In, a pop-up window will display fields to manually enter Trade-In information. Use these fields to add a customers' Trade-In information when an appraisal has not been completed.
Click Save Changes to add the Trade-In information to the Deal.
Trade-In Appraisal Completed
Click the small arrow next to Add Trade-In from Appraisal to display a list of recently created Appraisals. Appraisal information included on the list will display these fields fields in order: Last 6 of the VIN, Date Created, Vehicle Description, and Created By.
Hover over the desired Appraisal and click to choose. The ACV value will populate based off the selected appraisal.
Click Save Changes to add the selected appraisal as a Trade-In.