Deals
The DEALS menu is divided into two views: Deals and Transactions. You can switch between the two views by clicking DEAL VIEW or clicking TRANSACTIONS VIEW....
Fri, 25 Aug, 2023 at 11:58 AM
THE BADGES The badges up at the top of the page gives you a summary of your transactions/deals as well as your teams. Prospect(PP) Indicates ...
Fri, 2 Jun, 2023 at 10:06 AM
To create a PROSPECT, you can: - Create a lead in the DEALS menu - Create a lead in the contact card - Convert an appointment into a transaction ACCE...
Fri, 2 Jun, 2023 at 10:06 AM
From the CONTACTS menu Find your contact, then on their card, click on DEALS. In your contact’s deals list you can open a deal or click on ‘Transactions ...
Fri, 2 Jun, 2023 at 10:06 AM
If you wish to change only the prospect’s report in the DEALS menu, you can click directly onin the Report column. If you wish to change the entire pros...
Tue, 20 Jun, 2023 at 3:20 PM
There are several ways to create a proforma: Factory order sale: For vehicle sales that are not in stock, you can customise a vehicle by choosing the vers...
Tue, 20 Jun, 2023 at 3:52 PM
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 ...
Wed, 21 Jun, 2023 at 11:12 AM
The form is composed of several fields, spread across several tabs, which you must fill in as you go. You can navigate between the tabs on the top. VEHI...
Wed, 21 Jun, 2023 at 11:18 AM
You can edit the sales price three ways: - By entering a percentage discount. The sales price will be automatically updated according to this percentage. ...
Tue, 12 Mar, 2024 at 11:54 AM
You can choose a colour if it has been configured for the vehicle. In the dropdown menu, you can find the prices for each colour if it has been configured. ...
Fri, 2 Jun, 2023 at 10:07 AM