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DealerTeam

Add a Trade-In to a Sales Up

Goal

Add a Trade In to a Sales Up by adding the VIN and decoding it to complete the vehicle equipment.

After reading this article you will be able to:

  • Add the trade VIN
  • Decode trade VIN
  • Choose installed equipment

 

Attention, Users!

Salesforce has two different desktop user interfaces: Lightning Experience and Salesforce Classic. This module is designed for Classic Experience.

 

Add the Trade VIN

In the Sales Up record type the VIN of the Trade In vehicle using capital letters and numbers and then click the Save button.

Add Trade VIN

 

Decode the Trade VIN

Click the VIN Decode Trade In button and select the trim level of the Trade In vehicle.

Choose trim level

 

Choose Installed Equipment

Fill out the odometer and then check the boxes for equipment that is present on this vehicle. If the vehicle has been in the system previously the checkboxes will reflect past VIN decode information. When done choosing installed equipment click the save button.

Choose vehicle equipment

 

You will then return to the Sales Up and the Trade In vehicle details will get automatically filled out based upon the VIN decode.

Completed VIN decode