s. Worksheet Flow

1. Media/Traffic/Status * required question

2. Vehicle Selection * required question

3. Accessories

4. F&I Products

5. Trade In

   1. Name Information *required question

6. Delivery Date

These Section cannot be edited or deleted, the user can however select which ones they would like to active and display on the Worksheet by placing a check in the Active check box.  A user can also change the order in which the Sources will display on the Worksheet by using the arrows to move them up or down on the grid. 

In all 7 Sections a user with access is able to activate "Saved Worksheet" by selecting a Section on the grid and then a Sales Step from the drop down and placing a check in the check box "Complete Sales Steps automatically when Worksheet is saved", now when a Worksheet is created and that Section is completed and saved it will automatically show that Sales Step as completed on the Desk Log and in the Desking screen once the Worksheet is saved. 

A Leading question can also be entered and activated by placing a check in the check box "Enter a leading question, describing the section" this question will now display at the beginning of each Section of the Worksheet. 

A hover over can also be activated by placing a check in the check box "Active information hover over",  there is also a comments box were the user can enter additional information which will display in the hover over popup when on the Worksheet.

From the Source Vehicle Selection a user is also able to select makes from the Makes List and move the selections over to either the "Preferred Makes" list which will display alphabetically in the top of the Makes list drop down on the Worksheet or the "Available Makes" list which will display alphabetically in the Makes list drop down after the Preferred Makes.