Dealer’s Offer Upgrade Promotions - how do I get the quote to reflect the same.


I see that dealer offer promotions that follow a similar pattern - choose a color from Group B and you get a free upgrade to colors in Group C. Same issue with Edges - buy X and get a free edge upgrade.

I have created Promos to reflect these offerings. But now I want to keep track not only of the promo on the quote but the resulting dollar amount associated with that offering.

How can I make that happen?


Create a quote custom field with a data type of "List of Values" containing the promotions you want to track.

You can then generate a quote report of total dollars by promotion.

The downside is that your salespeople will have one more field to complete.

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us