The Dealers Tab

The Dealers Tab

 

A tutorial on how to utilize ActionFlow's Dealer Tab.




Table of Contents

0:00 – Overview of Dealer Tab
0:11 – Naming Variations (Dealer, Account, Contractors)
0:37 – Contact Info, Roles, and File Uploads
0:47 – Unique Features Overview
0:52 – Payment Terms, Price List, Job Process
1:07 – Account Type for Quotes
1:17 – Dealer Details Section
1:23 – QuickBooks ID
1:27 – Bill-To Customer Setting
1:34 – Discount Percentage
1:49 – Dealer On Hold Feature
2:04 – Use Case for On Hold (Payment Issues)
2:09 – Associated Customers List
2:19 – Navigating to Customer Record
2:32 – Conclusion


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