The Vehicle Carousel:
Step 1: On Dashboard, scroll down to the vehicle carousel.
The carousel shows images of the vehicle. Using the arrowheads, scroll to find the vehicle your customer wants and click on the 'New Quote' button. This takes you to the 'Create Proposal Options' page.
Step 2: Select customer and vehicle type.
This is always the first part of creating a quote. Select the customer and vehicle type they are looking to finance.
Step 3: Input the customer’s choice of finance.
You have now reached the 'Quoting' page. You'll notice that your vehicle choice is already on the form. This is because you've started from the vehicle section.
To the left side of the page, there’s a form pertaining to the financial terms/plan the customer would like. For example, clicking on ‘Product’ shows finance options that are available. Fill in the rest of the form and click on 'Continue' to proceed to the Finance Application.
Should your customer not wish to go further at that moment, you can press the ‘Save’ tile. The quote will be saved to ‘Leads’ and can be revisited at any time. Learn more about Leads.
The vehicle icon on the navigation panel
You can also start a quote from the vehicle icon on the navigation panel.
If you begin this way, the first page you're taken to is 'Vehicles' page. Here, you have all your inventory visible and can search using the search bar at the top of the page, and filter by price and manufacturers.
Once you select a vehicle, the process is the same as above. Namely, select your customer and vehicle type. Then on the 'Quoting' page, enter the financial payment/terms your customer would like.
Question: I want to select a different vehicle; how do I do that?
Click on the vehicle button. In the pop-up that appears, you can choose a different vehicle.