Vehicle Leads & Orders (Leads & Deals)
The Leads & Orders section of the vehicle's menu will show you which orders and leads the vehicle is connected to. If MotorDesk's Deal Builder is enabled this system will be called Leads & Deals and will include any related deals.
When you create a lead in your Sales -> Leads & Chat section, you can assign a Vehicle Of Interest. The vehicle's Leads & Orders section will then lists the related leads helping you quickly move to enquiries relating to the vehicle.
You can also see if the vehicle part of an ongoing Orders (may be called Offer, Sales Order or Proposal), which is a perfect way of tracking which customers have received orders and are perhaps yet to reply.
Once you enable the Deal Builder on your MotorDesk account, you will have a section which shows which any ongoing deals the vehicle is part of.
Related Documentation
Usage Guide
- Account Alerts & Sales Channel Error Notifications
- Adding & Managing Contacts (Customers & Suppliers)
- Adding A Vehicle
- Adding Appointments To Your Calendar
- Adding Pre-Defined Products & Services
- Adding Website Pages & Navigation Links
- Adding Website Tags
- Booking Types & Website Booking Forms
- Branding Your Website
- Browse Vehicles
- Business Contact Details (Telephone & Social Media)
- Business Details (Address, Legal Name & Company Number)
- Business Follow-Ups - Automated SMS & Emails To Customers
- Business Opening Hours (and Holiday Closures)
- Business Social Networks
- Business Users & Roles
- Cancelling A Vehicle Sale or Reservation
- Changing Vehicle Registration (Number Plate)
- Changing Your Membership Plan
- Connecting Finance (iVendi & Codeweavers)
- Connecting Third-Party Services
- Creating Invoices, Purchase Invoices & Orders
- Dashboard
- Deal Builder
- Display A Different Business Address In MotorDesk
- Displaying Announcements With Website Banners
- Editing Website Pages
- Exporting Business Data
- Filtering Junk Leads
- Handover Process
- How MotorDesk Integrates with Sage, Xero & QuickBooks
- How to Add an AA Dealer Promise/Warranty Page
- Importing Your AutoTrader Stock
- Initial Website Set-Up & Picking A Website Template
- Invoice Customisation
- Membership Payments
- Membership Plans, Data Charges & Payments
- Remove A Vehicle
- Sales Leads & Chat
- Sales Reports
- Selling A Vehicle
- Selling Multiple Vehicles At Once
- Sending & Signing Documents
- Show Sold Vehicles On Website
- Taking Deposits & Part Payments In MotorDesk
- Un-Publish A Vehicle
- Updating Your Contact Details
- User Profile (Change Email & Password)
- Vehicle Analyser
- Vehicle Appointments
- Vehicle Check
- Vehicle Checklists
- Vehicle Competitors
- Vehicle Condition Reports
- Vehicle Details
- Vehicle Documents
- Vehicle Finance Invoices
- Vehicle History
- Vehicle Images & Videos
- Vehicle Import
- Vehicle Leads & Orders (Leads & Deals)
- Vehicle Locations
- Vehicle Optional Extras, Features & Descriptions
- Vehicle Overview
- Vehicle Photo Background Removal
- Vehicle Purchase & Costs
- Vehicle Quick Check
- Vehicle Reservations
- Vehicle Settings
- Vehicle Silent Saleman
- Vehicle Stock & Price
- Vehicle Test Drives
- Vehicle Workflows
- Vehicles For Sale Limit Reached
- Vehicles Settings
- Vehicles Stock Book
- Website AI SEO
- Website Banner Settings
- Website Blog Articles
- Website Customer Reviews
- Website Deal Builder Settings
- Website Header & Footer
- Website Live Chat Settings
- Website Settings
- Website Statistics
- Website Valuation Settings
- Website Vehicle Search Result Design