When working a lease, there is a scenario where we would input a payoff of a customers remaining lease payments but not take the vehicle in on trade. It would be helpful if we can add a payoff amount without having to include the vehicles information.

Thanks for the suggestion, Tom Peacock — totally get how being able to capture trade numbers without all the vehicle details upfront could make things move a lot faster. To make sure we’re solving the right workflow, can you share: what situation you’re in when you need to enter trade figures without the vehicle info (early in the lead, on a phone call, before a vehicle is picked, etc.)? Which specific figures you’re trying to record at that stage (payoff, estimated value, ACV, allowance, equity, etc.), and which ones are must-haves vs nice-to-haves for your process? And once the vehicle details are known later, should those figures automatically tie back to a specific trade/vehicle record, or stay as standalone notes/fields?