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DealerTeam

Clone a Deal

Goal

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

  1. Click the App Launcher icon.

1 Clone a Deal- app launcher.png

 

  1. Enter Deals in the quick find area.
  2. Click Deals.

2 Clone a Deal- Deal navi.png

 

  1. Select the desired deal record.

3 Clone a Deal- Deal record.png

 

Step Two: Clone the Deal

  1. Click the related deals dropdown.
  2. Select Clone this Deal.

4 Clone a Deal- clone this deal.png

 

 

Step Three: Set the Primary Deal

The Primary deal shows in the Sales Up as the main Deal being worked.

  1. Select the desired deal number.
  2. Click the Set as Primary button.

5 Clone a Deal- set as primary.png