Introduction: Deal Desking serves as the vehicle quoting/desking system with combined F&I capabilities such as menu selling, finance reserve calculations, and bank contract printing. The Deal Desking module is fully-integrated with the CRM, Unit Inventory, Parts & Service, and Accounting.
This document contains:
Main Screen (Side Bar)
Recall Selector – quickly toggle to other quotes/deals
Deal Type – choose deal structure such as finance, cash, outside lien, etc.
Status – Track status of deal in management dashboard and reports
Deal #/Quote # – system generates record numbers for tracking
Buyer, Vehicle and Trade information display
Quickly start a new deal using a customer’s prospect number
Finance Source – bank or credit union that will be funding the deal
Delivery Date – Date that the unit will delivery to the customer
Purchase Date – Date that the customer and dealership agree to a purchase
Signing Date – Date the customer signs contracts