Read the purchase history of a customer and the cars linked to the customer
Review the Deals tab to answer questions such as which cars the customer bought and where each car is now.
Requirements: Customer Directory Access. The sale price needs Deal Financial Access. The partner name needs Partner Directory Access. The button Attach car needs the deal update permission.
| Item | Content |
|---|---|
| Title | The car name, or No car attached yet |
| First line | The deal number, the sales partner and the date the deal was opened |
| Second line | The plate and the VIN of the car |
| Freight line | The destination and the expected arrival date, when the car has a shipment |
| Price | The sale price in the currency of the deal |
| Badges | The status of the deal and the stage of the car |
The empty card shows Nothing bought yet.
The button appears only on deals that have no car. See Attach a car to a deal for the rules.
The card Cars Without a Deal lists cars that the customer asked about through a task, without a sale. The card appears only when such cars exist. Each row shows the car, the number of tasks, the plate, the VIN, the freight line and the stage of the car. Select a row to open the car.