Create a deal
Open a deal from the Command Center, choose a write-up option and save your deal.
Use the Command Center to create a deal from anywhere in your workspace. Choose the write-up option that suits the information you want to record, then save the deal.
1. Open the Command Center
Select the Autopilot icon in the bottom-right corner to open the Command Center. Search for New deal, then select New deal — Start a write-up.
The Command Center is available throughout the workspace, so you can use this same starting point wherever you’re working. New deal in the home sidebar is another shortcut when you’re on the home view.
2. Choose your write-up option
Open Write-up at the top of the form to switch between these options:
| Option | When to use it |
|---|---|
| Quick | Capture the basics: the customer’s name and contact details, the vehicle and sales setup. |
| Customer | Complete a write-up with the customer, including customer-facing pricing, trade-in and finance details, while keeping dealer-only financial fields out of view. |
| Full | Record the full deal details available to your account, including internal costs, margins and rebates. |
You can switch options while filling in the deal. The fields shown depend on the selected option and your permissions.
3. Fill in the deal
The write-up brings the deal’s information together in a few main areas:
- Customer: who’s buying the vehicle and how to contact them.
- Vehicle: the vehicle being sold and its stock details.
- Sales setup: which part of the dealership the deal belongs to and who’s looking after it.
- Pricing: what the customer will pay, including any deposit and add-ons. Full also includes the internal financial details you have access to.
- Trade-in: the vehicle being traded and its agreed value.
- Finance and notes: how the purchase is being financed and anything else the team needs to know.
Fill in the information you have available. To save, you’ll need a customer name, vehicle make and model, a department and an active salesperson.
4. Save the deal
All three save options save your deal as a draft. Choose what you want to do next:
- Save deal: saves the draft and opens the deal so you can review it or continue working on it.
- Save & print: saves the draft and opens the write-up for printing.
- Save & send: saves the draft and opens Autopilot Sign so you can send the write-up to the customer for signing.
Printing and signing options appear when your account has access to them. If a validation message appears, complete or correct the indicated fields and save again.
You can reopen the draft to finish the details and work through the remaining steps before it becomes a sale. Read Understanding draft deals to learn where to find it and what happens next.