Start a new desk with existing customers when they are back in the market for another vehicle.
Use the ultimate search to find the returning customer.
Select the correct customer from the search results.
From the Snapshot tab of the Customer record click the Plus icon beside Deals.
Click Yes to the prompt to create a new Desk.
A new Desk will start. Adjust the Deal type as desired.
Click the prospect's name from the Customer block to add and edit contact information.
From the Owned Vehicles tab, double-click on the vehicle(s) the customer wants to use as a trade.
