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DealerTeam

Hide Cost and Profit in Deal

Goal

The ability to hide cost and profit throughout the deal. This could be used to show a customer the screen without sensitive information on the screen. 

New Function: DealerTeam has created the ability to Hide Cost and Profit in the deal including Vehicle, Added Equipment, and Service Contracts tabs.

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

On the Deal Recap tab, we have installed a button in the bottom right-hand corner and highlighted it red. When clicking the button it will take cost and gross off of the page view. When Cost and profits have been hidden it will also be hidden in other tabs in the deal. 

Hide cost and gross Button

Results

Results of Hide cost button on deal recap screen

 

In the Vehicle Tab 

Hide vehicle cost in deal

Results

Results Hide vehicle cost in deal

 

In the Equipment Tab 

Hide cost in equipment tab.

Results

Results Hide cost in equipment tab.

 

In the Service Contract Tab 

Hide cost on the service contract tab

Results

Results hide cost on the service contract tab