You can add an Interested Vehicle or a Trade In under the Open tab in the Customer Card!
Interested Vehicles
The Interested Vehicles section will display vehicles added to the deal either through a lead or manually by a user!
Up to three vehicles can be added to an open deal.
Open slots are displayed by a dotted line box with a plus sign in the middle as shown below:
By clicking the plus sign in the middle of the dotted line box, a display of options to either add a custom vehicle or select from inventory will appear.
Clicking the Add Inventory button will open the Inventory search dialogue box.
Clicking Add Custom will open a dialogue box allowing the user to manually enter the interest vehicle details.
Here is a screenshot of what you will see when you click the Add Custom button:
Trade Ins
The Trade Ins section displays all trade in vehicles that have been added to a deal! This can be done either through a lead or manually by a user.
Up to three trade-ins can be added to an open deal.
The open slots are displayed by a dotted line box with a plus sign in the middle as shown below:
Clicking the plus sign in the middle of the box will display Add Custom and (depending on the store's appraisal provider) Pull Appraisal.
Clicking on the Add Custom option will open a dialogue box. This box will allow users to manually enter the trade-in information. This is what that will look like:
By clicking the Pull Appraisal option, another dialogue box will be opened. This box will display the most recent trade-in vehicles that have been added to the store's appraisal system.
For the Pull Appraisal option to function, the user must have permission to pull appraisals. They must also have an active user credentials in the appraisal system!