Quick Deal in DeskManager Online

Quick Deal is a quoting tool that allows you to quickly write up a quote for a customer. The quote may be made with or without a vehicle. The Quick Deal will use the default Taxes and Fees Template along with the default Financing Template.

When clicked, the Quick Deal will expand from the right. There are a few places where the Quick Deal can be accessed: the Home page under Deals.

When right-clicking on a vehicle within the Vehicle List view and selecting Quick Deal.

And in the vehicle details page.

You can construct a deal normally from here. Selecting a vehicle with a selling price will auto-apply to the Quick Deal.

When creating a Quick Deal or Quote, the name of the customer cannot be added until “Start Deal” is clicked, then the normal deal tabs will appear.