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The dealer intake form contains useful information for completing the New Product Packages. Eventually, all the information from the intake form will be added to the Dealer Info in the Ongoing Fulfillment Chatter (as well as a hyperlink to the intake form). Until then, use this guide to locate a dealer’s completed intake form. * Note * |
Step 1 - Open Dealer Account
Pull up the Dealership Account in Salesforce. It should look something like this:
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Step 2
Click on Fulfillment Requests (located in the Related List Quick Links section on the top right)
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Your window should now look something like this:
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