As a Salesperson, you will be filling in the trade-in form:

  • While you are on chat with a customer, right-click on the Trade-in Form button & open it in a new tab.

  • Now on one tab you will be on chatting with the client getting all the details and on the other tab you just opened, you will be copy-pasting the details from the chat to the trade-in form.

  • At the bottom of the trade-in form, you will be able to upload vehicle images sent you by the customer.
  • Select your name from the dropdown and click the Send button.
  • You and the manager will receive the email with all the info.