Managing Deals
When a user either clicks on the +Create Deal button at the top right of the Deals page or clicks on the Edit (pencil) icon beside an existing deal in the list, then system opens a window in edit mode or add new mode depending upon the option used to open it.
Customizing a Deal
Once a deal is created, users have the option to add all custom requests made by the buyer. The dealership can choose whether to charge for these customizations. Here’s how it works:
- For example, if a customer wants to replace the sound system with one of a different brand, the user can add the new sound system to the Customization Grid.
- All charges associated with customizing the vehicle are automatically added to the final sale price.
This feature ensures that all buyer-specific requests are accounted for, providing a transparent and accurate final price for the vehicle.