Once a customer is associated with the quote, it can be saved.
Watch this video to learn more!
To save a quote:
- After adding a customer to the quote, enter the Registration and/or VIN in the provided fields.
- Type the current vehicle mileage in the Distance field and choose if the distance is in Miles or Km.
- When ready, click Continue.
- The Sales person and Quote valid until fields will prefill accordingly and do not need to be adjusted.
The quote can now be emailed or printed as needed.
KB Article #5902