You can add a Co-Buyer to a customer deal card in two different places. Use whichever option fits your workflow best.
Option 1: Add a Co-Buyer from the Open Tab
Open the Customer Deal Card.
Navigate to the Open tab.
In the Buyers section, click the ➕ (plus icon).
Add the Co-Buyer to the deal.
You can search for an existing profile or create a new one during this step.
Option 2: Add a Co-Buyer from the Credit App
Open the Customer Deal Card.
Click the Credit App button.
On the Credit App screen, click the Co-Buyer button in the bottom-left corner.
Enter the Co-Buyer’s information.
Both profiles remain separate but are associated with the same deal.
Both methods link the Co-Buyer directly to the same deal, so choose the option that’s most convenient for you.
Special Scenarios
Adding a Co-Buyer After a Deal is Delivered: If the deal is marked as "Delivered," it must first be unwound in the DMS. Once unwound, the deal will sync back to DriveCentric, allowing you to add the co-buyer.
Adding a Co-Buyer for a Business Purchase: Create a separate profile for the business and set it as the secondary buyer, or convert the existing customer’s account to a "Company" type.
Frequently Asked Questions
Can customers add a co-buyer themselves? No, only dealership users can add a co-buyer through the customer credit application or deal section.
What happens if I add someone as a co-buyer? The co-buyer is linked to the deal but retains their separate profile and information.
Can I add a co-buyer to a sold deal? Yes, but only if the deal is marked as "Sold" and not "Delivered." A manager can mark it as "Unsold" to allow changes.
Need Assistance?
For assistance, reach out to your Customer Success Team using the Support Icon in the bottom-right corner of DriveCentric!