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Changelog byAnnounceKit

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Operations
2 years ago

Trade-in Process update: Statuses!

💫 Hey Everyone! 💫 

To complete a successful trade-in, we know it can take many steps and often a lot of back and forth between the sales reps, GMs and the appraisal team. We have introduced new statuses to make it clear which stage your appraisal is currently in. 

The new statuses work as follows: 

Sales agents create a trade-in appraisal form (DRAFT), once completed and they want to send it off to the appraisal team, the GM will review/submit it (SUBMITTED). Someone from the appraisal team may comment on the form, sending a question back to the sales agent (COMMENT ADDED), the sales rep would reply in the comments (RESUBMITTED), the appraisal team would enter the value of the car (APPRAISED) and may come back and change their mind later with a new set of updated values (REVISED). If the trade-in was successful and we can find a matching VIN to the trade-in in the inventory (TRADED-IN). 

Avatar of authorBryanne Goad