After completing this how-to you will know how to desk a deal in the DealerTeam Mobility Management System
Salesforce has two different desktop user interfaces: Lightning Experience and Salesforce Classic. This article is designed for Salesforce Classic.
Create a Deal
The best practice for creating a deal is to do so from the Sales Up as the Sales Up drives the sales process and closing metrics. If the sales process begins with a quick quote a Deal and Sales Up can get created simultaneously from the Deal tab.
To create a deal from the Sales Up click the New Mobility Deal button or to create one from the Deal tab click the Create New Deal from Scratch button.
New deals created from a Sales Up include the Account plus the Desired Vehicle and Trade In(s) as applicable. Adding a Trade In after you Create New Deal from Scratch is also supported when creating a deal from the Deal tab.
Button Deal Button on Sales Up
New Deal Button on Deal Tab
Navigate the Deal Screen
The Deal screen is divided among a series of tabs visible along the left side of the screen. Hovering over the button displays it's title. Any time the deal needs to get saved the disk button will glow red. The available tabs are Deal, Buyer, Vehicle, Equipment, Service Contracts, Purchase, Delivery, and Forms.
In the top left of the screen, you can clone this deal or select other deals related to the same Sales Up. If this deal is the primary deal, which means it's synced with the Sales Up, that will be displayed next to the Deal#. If it's not the primary deal the indicator gets replaced with a button to "Set as Primary." Click on the Set as Primary button next to the deal number to set as the new Primary Deal.
The Buyer will get automatically loaded when the Deal is created from the sales up and the screen will adapt to whether the Account is an individual or a Business. If changes are made to the Buyer or Co-Buyer contact information it will update the Account record if the Save to Account box is checked.
Build deals for a chassis/conversion sale, whether from inventory or ordered from the manufacturer, or an equipment only sale with the customer's vehicle. To switch between the types of deal use the drop-down and to mark a chassis sale as an order from the manufacturer simply check Order box.
The screen also includes any Trade-Ins on the deal. Edit Trade In information by clicking the pencil or click the Add Trade-In button to create a new record. Or delete by clicking on the trash can.
Find the right equipment by entering a term in the search box and/or filtering by Manufacturer, Category, and Sub-Category. Additionally, you can add individual Parts, Labor or Sublet items. Once selected, the item will get added to the deal with prices and costs that are stored in the Parts Kit template. Parts kits will get broken into component parts to allow taxes to get assessed for each part individually and each kit will be identified by a different color blaze in the bottom left of the item. Change prices or costs of items by clicking the pencil icon on the right side of the item which will open an edit window. Alternately, remove the item by selecting the trash icon. To remove all the items from a parts kit click the DELETE KIT link at the right side of the blaze.
On the Service Contracts tab search for potential warranties and insurance products. By Using the Filter by Type field this will filter extended service contracts, Maintenance contract, and Gap. Select one or more products by clicking the "+" button or dragging the appropriate product from the available pane to the selected pane. Once selected the price, cost or other details can be modified. Click the pencil to edit or the trash can to remove.
On the Purchase, tab select any 3rd party payors with their amount and expected date of payment. Also, can add claim number or any notes that need to be referenced to the payors in the Customer Notes/Ref field. This will reflect on the Mobility Invoice under the Customer Information.
Set deal fees and add rebates.
TIP: Set up default deal fees see Add Sales Fees to Location
Depending on the configuration taxes may get added automatically or select by clicking the "+ Add Tax" button and selecting the appropriate tax option.
Record delivery address and date as well as insurance information needed for printing sale forms.
You can create an approval process for adding equipment to your deal. To start the process click Submit for Approval.
The ability to create a repair order from the deal. Click Create delivery Repair Order.
Sale forms get programmed and stored for each org. These forms are printed on demand for customer signature to complete the deal. Select a form by clicking the green "+" button then click the Print button to create a completed PDF for laser forms or send directly to the printer for impact forms.
Page one of Mobility Invoice.
Page 2 of the Mobility Invoice is the equipment added to deal only. These items will not display if you select them to not print from the equipment screen.