Clone a deal to copy account information when selling multiple vehicles to the same account and avoid repetitive data entry.
After reading this article you will be able to:
- Navigate to a deal record
- Clone the deal
- Set primary deal
Step One: Navigate to a Deal Record
- Click the App Launcher icon.
- Enter Deals in the quick find area.
- Click Deals.
- Select the desired deal record.
Step Two: Clone the Deal
- Click the related deals dropdown.
- Select Clone this Deal.
Step Three: Set the Primary Deal
The Primary deal shows in the Sales Up as the main Deal being worked.
- Select the desired deal number.
- Click the Set as Primary button.