Manager View and Sales View users can now save and apply Smart Templates that include deal configurations for Finance, Lease, and Cash deal types across all deal tabs. This enhancement expands template functionality, making it easier for users to manage complex deal scenarios with greater speed and consistency. When a Smart Template is applied to a new deal, the saved deal details are automatically applied across all three deal types—Finance, Lease, and Cash—within the deal scenario in both Manager View and Sales View.
Key Benefits:
- Greater flexibility: Templates now support multiple deal types within a single scenario, eliminating the previous one-template-per-type limitation.
- Streamlined workflows: When applied, the template automatically configures all deal types, saving time and reducing manual setup. workflows, especially for teams using iPads on the showroom floor
- Improved consistency: Ensures uniform deal configurations across MV and SV, enhancing operational efficiency and user experience.
