Sales / Quotes / Deals
In this category you'll find articles and videos on Quotes, Desking, Searching Quotes/Deals, Down Payment/Deposits, Profit Accounting, and Salesboard.
- Calculating the Percentages of the Gross Margin Sales
- Salesboard
- List Unposted Deals
- Search Quotes / Deals
- Deal Defaults
- Inventory Tax Rate / Amount
- Create a New Quote / Deal
- Setup Deal Defaults By Location or Dealership
- More Than Three Trades to a Deal / Quote
- Cancel Deal "Undo Sale & Restock" Inventory
- Net Negative Deals
- Printing Deal Documents
- Deal Posting for Third Party Finance Company that Provides F&I Services
- Marketing Campaign List
- Remove / Replace Deposit on a Deal
- Sale of Independent Service Contract
- Partial Refund on a Deal Deposit
- AppOne Financing
- Creating / Using a Credit Card Convenience Fee for Deals
- Error Retrieving Document
- Unable to Populate Searching Options on Deal List
- Sale of Aftermarket Items for a Unit Previously Purchased at the Dealership
- Sale of Aftermarket Items for a Unit NOT Previously Purchased at the Dealership
- Ensuring the ELT Number Appears on State Documents
- Consignment Process
- Pending Trades
- Create Customer Prospecting Statuses
- Task List