General Description of the Feature
This feature deals with an enhancement during the process of a lead. Specifically by signing the order, sales person can change the payment method.
By clicking in Actions button select the new option "Payment Overview" and then a pop up is displayed
After the sales person can choose new payment methods for the existing lead without the need of a new offer/order
Business Benefit
This feature helps sales advisors for an easier and faster way for the lead's process
Configuration
It is necessary a coupled environment only with a XIOMA integration. (eg. https://dsw-tgh-uat.onedealer.com//InquiryBuffer/InquiryBufferGridList )
Business Cases:
- 9405: Vehicle Payment form. Gives access to the user on the Sales Process page to view the menu action “Payment Overview”
0 Comments