Access from Manager Dashboard
Digital Retail leads can be viewed from the Manager Dashboard.
Click View to review the lead details.
Digital Retail leads can also be viewed from the Leads page. Click the Navigation Menu in the top left corner.
Access from Leads page
Click Leads.
Click View to access Lead Details.
Customer Requests:
Check Availability
Schedule Test Drive
Meet with a Salesperson
Lead Details
Review details including Trade Info, Credit Application, Customer Documents and Vehicles.
Review all Vehicles and expand to see all deal structures the customer built.
Click View to review the Dealer Quote.
Click Expand, Print or Download.
Continue to Desking Process
Once the deal structure is confirmed, click Continue Visit. This will direct the user to Base Payment.
Confirm Customer Info and click Continue
Review Accessories and click Close.
Finalize the Desking process.