To manage your deals effectively, you should:
Keep your stock up to date
It’s vital that advertised vehicles are genuinely available so that buyers are not disappointed. If a vehicle is sold, please mark it as ‘Sold’ in Portal.
Respond quickly
Buyers who pay a reservation fee have very high purchase intent and don’t expect to wait. We’re seeing great conversion rates when retailers respond within 30 minutes.
Once you've clicked into the deal, you can contact the consumer who sent you a lead through the 'messages' box. When the customer replies, you will receive an email to notify you.
Update the status of the deal
Once there has been a decision on whether the customer is going ahead or not, update the status by either cancelling or completing the sale in the customer's deal in the Sales Hub section. Updating the status will refund the customer's £99 reservation fee.
Interact with the part exchange and finance
If a customer has added a part exchange or a finance quote to their deal, you can interact with the built-in system within Sales Hub if you need to change the details.
Managing deals
You can manage your deals in Portal within the 'Sales Hub' section.
Here, you can see:
If the vehicle has been reserved
If you've received a finance application with no reservation
The customer's contact details.
The opportunity to cancel or complete any deals if you need to.
You can also add a customer's car as a part exchange or add finance to their deal.
Learn more about distance selling