Bank Details - Sold vehicle
G
Gabe .
Value should include the bank used to finance deal. Sales manager on deal, Finance manager on deal and Sales 1 and Sales 2.
This should be for every vehicle that is sold
Shelby Parker
Hiya Gabe ., thanks for this post! I have a few more questions for you:
- What specific format or fields should be included for the bank details in the report?
- Are there any specific permissions or access controls needed for viewing or editing these details?
- Should this information be included in any existing reports or dashboards, or will it require a new report?