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Switching Buyer and CoBuyer on a Deal
Switching Buyer and CoBuyer on a Deal

Flipping the buyer and co-buyer on a deal.

Genius avatar
Written by Genius
Updated over 3 months ago

To ensure the buyers on a deal are listed in the correct order you can easily flip the buyer and co-buyer on a deal right on the customer deal card!

Step 1) Open the customer deal card and navigate to the Open tab.
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Step 2) Click on either the buyer or co-buyer's initials and select Flip Buyer/Co-Buyer.
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If you have any questions, please reach out to your Customer Success Team by clicking on the Support Icon found in the bottom right-hand corner of DriveCentric!

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