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Entering Vehicles Presented (Dealer)


During the sales process, a sales consultant might show several vehicles to the customer. As sales consultants show vehicles to customers, they can enter the vehicles that they have shown each customer. Recording the vehicles that were shown and were finally chosen by customers to buy is important to understanding customers' choices.

To enter vehicles shown to a contact

  1. Navigate to the Contacts screen.
  2. Click the name of the contact for this opportunity.

    The Opportunity form appears below the contact.

  3. Below the Opportunity form, click the Vehicles Presented view tab.
  4. Add a new record to the Vehicles Presented list and complete the necessary fields. Some fields are described in the following table.
Field
Comments

VIN

Select the vehicle identification number. This picklist displays vehicles that are in the dealer's organization and have the status of available.

Quoted Price

Enter the price quoted to the customer.

Selected

Select this check box if the customer buys this vehicle.

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