Vehicle Center - Opportunities

Under the Opportunities tab, you can see all folders that have not been captured (marked with an Arrival date or scheduled for a Drop appointment), or marked as a Lost Opportunity or Total Loss

All past Estimate Appointments will show in red under the Sch Est Appt column.

In the Last Note column, you can see the last note that was left on that vehicle, if you hover your mouse of the box, you can see the full note.

If the vehicle has pre-ordered parts, under the Pre Ord column there will be a yellow box with a Y in it. If you double-click the box, the Purchase Assistant screen will load.

See Purchase Assistant for more information on the Purchase Assistant screen.

You can access the customer folder by double-clicking the line of the Customer Folder you wish to view, or selecting the line and clicking the Folder icon on the bottom button bar.

See Folder - Summary for more information on the Customer Folder.