Sales Process
- How to find the digital document audit
- 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 retrieve a Digital Signing Audit
- How to edit sale product settings
- Using the vehicle sale delivery checklist
- 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