About Deals

Deals are more than just vehicle sales. They include applications, leads and actual deals that are in progress, as well as completed sales. In IDMS, you can access deal information, as well as add a new deal. Within deals, you can utilize worksheets that calculate payment amounts with interest rates, taxes, trade-ins, and frequencies factored in.

In the left navigation pane, click the Deal icon .

Menu options in the drop-down list include:

• Figure a Deal
• Add Deal
• Search Deals
• Queues

You can add a deal directly from the Console page by clicking the Add New Deal icon .

In Deals, you can move from one open account to another by clicking the arrow next to the page name. A list of deal actions, or any open deal items drops down for you to choose from. You can close the deal by clicking the Close icon .

Icons at the page level include:

• Delete - click to cancel a deal (does not appear for contracted and booked deals).
• Reopen - click to reopen a deal when it is in Cancelled status.
• Refresh - click to refresh the page.
• Print - click to print documents associated with the deal. Menu options in the drop-down list include: Print Credit Application, Print Test Drive Agreement, Print Trade-in Appraisal, Print Privacy Policy, Print Stmt of Action Taken, Print Notice of Negative Info, and Print Documents.
• More - click to view a list of other actions you can perform regarding deals, such as post a deposit or add a reference.