To create a proforma form, you can:
- Create a proforma in the DEALS menu
- Create a proforma from a CONTACT form
- Convert a prospect into a proforma
- From the DEALS menu
From the homepage, on the DEALS menu, click on
, then click on
.
- From the CONTACTS menu
From the CONTACTS menu, find your contact, then on their form, click on the
of the ‘DEALS’ tab, then on Proforma.
- By converting a prospect
From the DEALS menu, find the prospect and convert into a proforma by clicking on the Actions, then on Convert into NV proforma. The proforma form will appear.
To fill in the New Vehicle (NV) proforma form, please click on the following link:
https://syartec.freshdesk.com/a/solutions/articles/11000120036?lang=en&portalId=1000007172