The Difference Between Worksheets and Deals
"Worksheets" and "Deals" both allow you to enter deal information, edit customer information, add trades, and edit finance application information - essentially everything you need to do to create and work a deal.
Worksheets Allow You To:
Enter customer information once
Transfer all of your customer and lead information into a deal with one click
Print Buyer's Orders, payment worksheets and credit apps
Let customers compare multiple vehicles including numbers and Buyer's Orders before you solidify a deal
Work numbers and make any changes in order to solidify the deal without cluttering up your deal management page
Deals Allow You To:
Enter, edit, and manage all the same information as "Worksheets"
Use our quick-check system to see possible problems with the deal
Assign a Deal Number
Print all deal paperwork
See the deal in the Deals Management page and access deal flags and alerts
Collect payments and deposits
Process a Deal "As Sold"
Run reports on deals
Frequently Asked Questions
Why Can't I Find My Deal? - You may have used the Quick Deal option which does not save deals. It's also possible you did not convert your worksheet into a deal! If you are sure you converted your worksheet into a deal and still cannot find it, contact customer support.
Can I Print Forms From A Worksheet? - You can always print Buyer's Orders, payment worksheets, and credit apps from the worksheet. The default settings do not allow you to print deal forms from a worksheet. Your system administrator can change this if necessary.
How Do I Convert a Worksheet to a Deal? - Look for the blue "Convert to Deal" button in the top lefthand corner of your worksheet screen.