Three ways to add inventory to a deal
You can add a customer’s vehicle of interest right from the Customer Card. Here’s how to do it, depending on where you’re working.
1. From the Customer Card – "Add Vehicles" Button
Click the Add Vehicles button on the Customer Card.
The Inventory Modal will open where you can:
Search by keyword
View all inventory
Create a custom vehicle
Tip:
Clicking View All Vehicles opens the full inventory search with filters and keyword options.
Hover over any vehicle to see:
Add to Deal – instantly links the vehicle to the deal
View Details – opens full specs on the Vehicle Details screen
From Vehicle Details, you can also click Add to Deal (top right corner) to link it to the deal.
2. From the Open Tab on the Customer Card
Click the Open tab on the Customer Card
In the Interested section, click the plus sign (+) and choose Add Inventory
This opens the inventory search window
Just like before:
Hover over a vehicle to Add to Deal or View Details
From the Vehicle Details screen, you can also click Add to Deal (top right)
3. From the Customer Contact Card
Click the green driver’s license icon in the top right to open the Customer Contact Card
Go to the Open tab
Under the Interested section, click the box with a plus sign (+) to open the inventory modal
Follow the same steps: hover to Add to Deal or View Details, and add from either view.
Need Assistance?
For assistance, reach out to your Customer Success Team using the Support Icon in the bottom-right corner of DriveCentric!