Desking

Start from the saved customer deal instead of a blank worksheet.

• Confirm the vehicle and VIN
• Check the trade value
• Review taxes and fees

Keep the message short. One next step is easier to follow than a full recap.

Build the payment the customer can compare before they visit.

• Choose term and rate
• Apply the cash down
• Keep the markup fields on the dealer view

Keep the message short. One next step is easier to follow than a full recap.

Share a clear payment and explain what can still change.

• Show the customer-safe view
• Call out what is estimated
• Save before sending

Keep the message short. One next step is easier to follow than a full recap.

The customer should receive one link and one next step.

• Use Send to Customer
• Include the deal number in notes
• Watch for the customer reply

Keep the message short. One next step is easier to follow than a full recap.