Sales Managers need the ability to quote a customer with minimal information. Not every customer is going to entertain the process of building a sound sales up before receiving a quote. You may also need to quote a vehicle that is not in stock.
Salesforce has two different desktop user interfaces: Lightning Experience and Salesforce Classic. This article is designed for Salesforce Classic.
Click the Deal Tab, this will take you to all deals. Then click on the New button to create a new deal.
A list of the most recently viewed deals will display by default. For this example, we want to create a new deal from scratch.
Click on the Create New Deal from Scratch button.
This brings up a New Deal window. Add as much, or as little, information as the customer is willing to provide. Must have a First and Last name. Select a vehicle from inventory or quote the customer on a special order. Vehicle information not mandatory to build a quick quote. Save Changes.
After saving changes in the new deal window, it will take you directly into the deal screen. At this point, you can construct your deal.
Adjust the pricing, add equipment, make sure taxes and fees are correct, select a lender, and adjust rate and term. Do this by navigating the tabs on the left or use the Icon to in-line edit the correlated field.
Click on the Forms Tab when the deal is complete enough to present a quote to the customer. This will display the Mobility Quote form that can be printed with the information created in the deal.
To select the form, click on the Green plus sign. In this example, we selected Mobility Quote to present to the customer.
Click the print button.
The form will be displayed in a PDF format, that can easily be printed, saved or emailed to a customer.
Page two will be a breakdown of the equipment added to Mobility deal.