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DealerTeam

Create Sales Up as BDC Rep

Goal

The BDC toggle feature allows a Business Development Center to assign Sales Ups to different store locations, keep the Salesperson 1 field blank, and assign a BDC rep to the Sales Up.

 After reading this article you will be able to:

  • Create a New Sales Up as a BDC Rep for multiple locations. 

Prerequisites:

  • Ensure the BDC rep is assigned to a store Location. Click here to learn how to add a user to a location
  • The In BDC toggle button is only available based on the user profile settings. If you're not able to view the button please contact your manager. 

 

Attention Users,
Salesforce has two different desktop user interfaces: Lightning Experience and Salesforce Classic. This article is designed for Lightning Experience.

 

Step One: Navigate to New Sales Up

  1. From the DealerTeam Sales App, click the Sales Up drop-down arrow located in the tab bar.
  2. Click New Sales Up.  

 

NewSaleUp_Ligtn.png

 

Activate In BDC Toggle Button

In order to assign a Sales Up to a different store location, the user must have access to BDC capabilities. Follow the steps below to begin.

  1. Click the Utility Bar
  2. Click the In BDC toggle button to activate 

 

New Sales Up for Lightning, click In BDC toggle button 2.png

 

Assign Store Location for Sales Up

  1. The In BDC toggle button is activated and will display a new field, Store Location on the Sales Up layout.
  2. Redding Motors is the default Store Location. To assign a new location, click x to delete the current location and use the Store Location lookup. 

 

New Sales Up for Lightning, toggle on and location field displays.png

 

Search new location by entering the text in the Store Location lookup.  Next, click the store location (Shasta Motors) to assign the Sales Up to. 

New_Sales_Up_for_Lightning,_enter_new_location.png

 

Shasta Motors is now the assigned Store Location.

BDC New Sales Up for Lightning, store is selected.png