Release Date: 5/5/2026
Overview
Deal Central adds a Deal List inside Sales View so sales teams can see all of a customer’s latest deal versions, their entire deal history, and navigate to previous deal versions easier with better control over trade information.
What’s Improved
This update saves time and effort when working across multiple deal versions and trade vehicles.
What this means for you:
- A complete overview of all relevant deals and trades for a customer with the Deal List
- More visibility and confidence on what the latest deal version is for each vehicle by deal type
- Better trade handling — apply trade vehicles before opening previous deal versions, ensuring trade information is not lost across deal versions
- Faster access to old deal versions directly in Sales View — no need to rebuild previous deals or change the current deal in Manager View
Feature Updates
Deal List Component in Sales View
- Displays all latest deals associated with a customer
- Deals are grouped per vehicle
- Shows only latest version per deal type (finance, lease, cash)
- Allows users to open any deal version using the “Open Deal” action
- Displays up to the latest 3 trade vehicles sourced from previous customer deal versions
Trade Handling When Opening Deal Versions
- When opening a deal version, Sales View evaluates available trade data
- A trade selection prompt is conditionally displayed, allowing users to:
- Add trade vehicles to the deal (maximum of 3)
- Automatically apply any appraised trade (locked and non‑editable)
- The prompt is displayed if there are available trades not already included in the deal, or skipped if no trades exist or all trades are already applied to the selected deal
- Select or deselect remaining trades as needed
- The trade selection prompt ensures trade information is not lost when opening older deal versions by allowing users to apply trades before continuing
- Deal recalculation happens only after user confirmation and is clearly visible in Sales View
