Adding a Trade to an Up Sheet
Step by step guide on how to add a trade to an Up Sheet
Adding a trade-in vehicle has never been easier! Quickly email or text a link to your customer so they can effortlessly provide their trade information before even stepping onto the lot. Follow these simple steps to streamline the process:
Step-by-Step Guide:
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Select "Add a Trade":
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Log into your AutoRaptor account.
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Navigate to the "Add a Trade" section of the customer's Up Sheet.
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Send a Link to Your Customer:
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Choose how you'd like to send the link: email, text, or both.
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The dealership name and URL will auto-populate when the message is sent.
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Send the message to your customer.
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Confirmation of Sent Message:
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A confirmation notification will appear once your message has been sent.
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Customer Receives the Link:
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The customer will receive a link via email or text.
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Note: The link will expire after the vehicle information is added to the up sheet.
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Customer Portal:
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The customer accesses the portal by clicking the link received.
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They can scan the barcode of their vehicle or manually enter the VIN number.
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The customer can add the mileage of their vehicle.
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Customer Selects "Add My Trade":
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After entering all necessary information, the customer selects "Add My Trade."
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Instant Update:
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The trade information will populate instantly in the trade section of the Up Sheet.
By following these steps, your customers can conveniently provide their trade information, making the process smooth and efficient for everyone involved. If you have any questions or need further assistance, please contact our support team at support@autoraptor.com.
Additional Notes:
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Ensure your customer is aware that the link they receive will expire once the vehicle information is added to the up sheet.
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Encourage your customers to complete the process promptly to avoid any delays.
Streamline your trade-in process today and enhance your customer experience!
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