Deal Desk
Users can initiate the deal creation process by clicking Deal Desk.
This action allows dealers to specify deal details, select products or services, set delivery or pickup preferences and provide payment information as necessary.
Draft Deal
On Deal Desk, to create a Draft Deal, dealers can:
- Add Customer, Asset, and Trade-in
- Add F&I, Options, Fees, Maintenance and Service Products
- Specify Lender and Deal Type
- Populate Nine View Box
- Select, Compare, and Save Deal
To learn how to draft a deal, see Draft Deal.
Continue Deal
After creating a draft deal, dealers can do one of the following:
- Save Deal
- Send to Customer
- Continue Deal
Saving a deal will make it available on the Deals page as a Draft Deal, where dealer can make further edits before processing the deal further.
Sending a deal to customer will let the customer process the deal further by themselves using Drift. To learn more about Drift, see Drift Documentation.
To learn how to continue the deal for further processing, see Continue Deal.
Submit Application
After the deal is ready, dealer need to submit the credit application to the Lender.
To learn how to submit the credit application, see Submit Application.
Finalize Deal
This is final step. In this step, dealers receive a response on the credit application and proceed with the desired lender. This is also the step in which dealer need to add details of insurance, have the contract signed, receive payments from the customer, schedule a delivery/pickup, and finally finalize the deal.
To learn how to finalize the deal, see Finalize Deal.