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Workspace Autovance
Created by Guest
Created on May 29, 2023

Change vehicle on deals

I often have deals that are mostly complete, with terms, rates, fees, etc., all in-line with what the customer is looking for. Customers typically want to get quotes on several vehicles, but when I change the vehicle on my Autovance deal, most of my changes get removed.


For example, if the customer says they do not want our Lease Guard fee and I uncheck that on my deal, it automatically turns back on when I change the vehicle on my deal.


It gets tedious redoing all this work, and making those changes stick regardless of what vehicle I put on the deal would be very useful.

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