Deals
The Deals module provides users with a centralized interface to manage every aspect of their deals seamlessly. It simplifies the deal creation, comparison, scheduling, and monitoring process, empowering users to have complete control over their transactions from initiation to completion or cancellation.
Users can switch between two intuitive viewing options—Card View and List View—based on their preferred style of interacting with the deals interface.
Key functionalities include:
Deal Desk
Centralized space for deal negotiations and approvals.
To learn more, see Deal Desk.
Availability Check
Verify inventory availability in real time.
To learn more, see Availability Check.
Schedule Pickup/Delivery
Organize delivery and pick-up appointments.
To learn more, see Schedule Pickup/Delivery.
Appointments
Manage and track customer appointments.
To learn more, see Appointment.
Completed Deals
Review finalized deals.
To learn more, see Completed Deals.
Cancelled/Declined/Withdrawn
Manage deals that did not proceed.
To learn more, see Cancelled, Declined, or Withdrawn.
The Deals module ensures a seamless experience for both dealerships and customers, promoting operational excellence.
Additional Features
The Deals page offers a few other feature.
View Options
The Deals Screen offers two viewing options for your convenience.
Card View presents deals in a visual card format, allowing you to quickly grasp the details of each deal. To use Card View:
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On the Deals Screen, click the Card View button.
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On card view View/Edit button is available on each card with ellipsis menu to view Deal Summary and Cancel respective Deal.
List View provides a detailed list of deals, suitable for users who prefer a more text-based approach. To use List View:
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On the Deals Screen, click the "List View" button.
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An ellipsis menu is available on right side of each record to View/Edit, Order Summary, Cancel respective deal.
Compare Deals
Compare Deal button allows users to select multiple deals for side-by-side comparison, helping them identify differences and similarities. To compare deal press the icon highlighted below:
The following is the Choose Deals to Compare view.
The following is the Deal Comparison view.
