Sales Management

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• Tyre stewardship fees (Tyrewise)

• How to process a Protecta MVI (Motor Vehicle Insurance) policy through Motorcentral

• How to accept multiple signatures on digital signing

• How to find the digital document audit

• Adding insurance products to a sale via insurance integration

• How to change a vehicle on a sale agreement

• Allocating and balancing sale payments

• Adding a trade-in vehicle to a sale agreement

• How to convert an opportunity into a sale

• How to edit sale product settings

• Using the vehicle sale delivery checklist

• How to add default finance rates and settings for sale agreements

• Digital signing of sale documents

• Adding offers to vehicles

• Cancelling a sale agreement

• Creating a finance application, submitting it to Finance Central, and sending the link to a customer

• In progress vs. completed sales

• Uninvited direct sales