3.18.6 - Lead/Opportunity sidebar: General information (retail)

General Description of the Feature

This feature deals with an enhancement in retail lead page. Specifically  the sidebar has been enhanced to show more information about the offer/order of the VOI and othe VOI info.

When an Offer is created sales advisor can see in the side bar

• Offer Creation Date
• Expiration Date
• Status
• Vehicle's photo(if there is not photo a default image is displayed)

After the order's creation sales advisor can see in the side bar

• Offer Creation Date
  • The Offer that was converted to Order.
• Order Creation Date
• Expiration Date
  • Of the Order Document
• Status
  • The OD Document Status (Approved, Signed order etc)
• Finance Type
  • Of the order document
• Finance Company
  • If the Finance Type is Leasing or Credit, Show the “Bank” field of the financing row.

There are five more fields filled by 3rd party:

• Order no
• Order Status
• Delivery Information
• Payment Status
• Finance Company
  • Finance Company will be able to be filled by a 3^rd party field, if empty the logic mentioned in the Order Case will be executed instead.

If one or more fields do not have data they will not be displayed in the sidebar.

Business Benefit 

Sales Advisors can see gathered information about the lead in the sidebar

Configuration 

Setup Keys

• FinancingTypeCodeForLeasing: define the Leasing Types (Code of FinancingType, relevant optionField for FinanceType)
• FinancingTypeCodeForCredit: define the Credit Types (Option of FinancingType, relevant optionField for FinanceType)

In order to define the Leasing and Credit Finance Types (since they are Option Fields) two new Setup Keys have been introduced. If the setup keys do not have values then the field "Finance Company" will not be displayed

Additional Information