When starting a New Sales Up from the Business Account the Account Name will populate the Customer Account. The Sales Up will record the Account Contact in the Buyer field and provide personal information to conduct follow-up.
Step One: Search Account
Use the Global Search to find the account you would like to create a new Sales Up for. If there is not an existing account, you will need to create one. See Create a New Account.
Step Two: Create a New Sales Up
1. Click the Sales tab
2. Click New
Step Three: Select a Record Type
There are 3 Record Types to choose from. Select a Record Type then click next.
- Standard Sales Up
- Standard transaction where selling an Inventory Vehicle and potentially taking in a Trade-In.
- Curb Purchase
- A transaction where the dealership purchases a vehicle from a customer without selling an Inventory Vehicle.
- Equipment Only
- A transaction used to sell equipment only to a customer for use on their own vehicle chassis.
Step Four: Create a New Sales Up
Select a Contact
Now you will be driven to the Sales Up screen. The Buyer field pick list is derived from the contacts within the account. If the Account contains a contact, their information will automatically load in the Buyer field. If there are more than 2 contacts, click into the Buyer field and select one.
Select the Lead Type
Select one of the following Lead Types.
Select a Source
The Source helps determine where the lead learned about your offer.
Select the Lead Status
Select the Status based on the stage the lead is in during the sales process.
Search Vehicle Inventory
Search by entering a VIN, Stock #, Year, Make, or Model and select one.
Once all the desired fields are completed, Click Create New.