Release Date: July 2026
Overview
Deal Central now allows dealerships to convert an individual customer to a business customer directly within Manager View, helping teams keep the deal moving when a customer needs to purchase through a business.
The Problem We Solved
- Business purchases can begin as individual customer deals, creating extra steps when customer type changes during the sales process.
- Dealership teams previously needed to recreate or correct customer and deal information to continue the workflow.
- Manual rework slowed deal momentum and increased the risk of inconsistent customer records.
What’s Improved
- Customer type indicators make it easier to identify whether a deal is associated with an individual or business customer.
- A new Convert to Business action is available for eligible individual customers.
- Users can search for and associate an existing business customer without leaving the deal.
- Users can create a new business customer when one does not already exist.
- Teams can continue working the deal without manually recreating customer and deal information.
How It Works (At a Glance)
- Open a deal in Manager View
- Select the customer section to view customer details
- Choose Convert to Business
- Search for an existing business or create a new one
- Associate the customer with the selected business and continue the deal workflow
Summary: Why This Matters
- Customer and deal re-entry is reduced
- Teams spend less time correcting customer records
- Deal momentum is maintained when customer type changes
- Business-purchase workflows are easier to support within Deal Central
