Sales & delivery
Opportunities, proposals, trade-ins and the road from deal to delivery.
Guides in this topic
- The Opportunities boardOpportunities is your sales pipeline. Each card is one purchase conversation with its stage, owner, budget and next action, on a board from New to Won or Lost.
- Create and move an opportunityOpen one opportunity to see its milestones, details and history, create one by hand, and move it through New, Engaged, Working deal, Nurture, Won and Lost.
- Proposals: the list, statuses and settingsProposals holds your cash quotations and finance or lease illustrations. See what each one needs before it can be sent, read its status, and set the default expiry, disclosure and tax rules.
- Create and approve a proposalDraft a cash quotation or a finance or lease illustration from an opportunity, add sourced figures or use the built-in calculator, then submit and approve one exact revision.
- Send a proposal and record the customer's responseEmail an approved proposal from your dealership's own address, or record that you handed it over, then record what the customer did. Accepted is never a sale by itself.
- Cancel, reverse or exchange a saleSales are never deleted. Cancel a sale before delivery, record a reversal after it, exchange the vehicle before delivery, or mark a mistaken change as entered in error.
- Record a sale and deliver the vehicleSales & delivery tracks each agreed sale through funding and delivery planning to the handover. Recording the sale marks the opportunity Won and holds the car; recording the delivery creates the customer's ownership.
- Ownership recordsOwnership lists the vehicles your customers own, one record per recorded delivery, with the lease and finance facts that the ownership check-ins and service work plan from.
- Trade appraisals and payoff quotesTrade & payoff keeps customer estimates, reviewed trade appraisals and sourced payoff quotes together. It records facts only; it never works out equity or promises a payoff.
- Track a service requestService records what the customer needs, the appointment your service team confirmed, the work done and its completion. Owners make changes; Staff with Service access can read everything.
- Record service progress and work linesOn a service request, Service progress & work follows the repair order step by step and lists the work lines the customer approved. Nothing here messages the customer.
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