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DealerTeam

Create a Service Contract Template

 Goal

Create Service Contracts to be used as templates and available to be sold on Deals.

After completing this article you will be able to

  •  Navigate to Service Contracts
  • Create a new Service Contract
  • Understand the requirements of a Service Contract

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

Step One: Navigate to the Service Contracts

The tab bar displays Tabs based off by the selected DealerTeam App; Sales DepartmentService Department or Parts Department. The tab Service Contracts does not display by default. Learn how to customize the tab bar

Click the All Tabs + icon

 Locate and Click on Service Contracts.

Step Two: Create a new Service Contracts

Click the New button.

Step Three: Selecting the Record Type

Choose the Record Type from the drop down menu, then click the Continue button.

Step Four: Finishing the Contract

Fill in the fields as desired to build out the Service Contract.

The required field Deductible is set to 0.00 by default.

Select the check box Contract Template to make the Service Contract available to add to Deals.

Click the Save button. Once saved, Gross will be calculated and display directly under Cost.

What's Next

Service Contracts marked as Contract Templates are available and display on the Deal Screen. Learn how to add a Service Contract to a Deal.