Dealer & Introducer Information

Instructions

Screenshot

The dealer information section is accessible in 3 ways.

Either through the Branch Control tab, and then selecting Dealer Information, or through the tools tab. Accessing in these ways, you have to pick the relevant dealer (there are filter options available).

The final method is to click the assigned dealer name om the prop line on the Pending or All Deals pages. This takes you directly to the dealer information entry.

To add a new dealer, from the Dealer Information screen, you just need to click the Add Dealer button.

The minimum information that is required to add an entry is the dealer name. There are more fields within the entry, which can be filled in at creation or at a later time.

When a new entry is created, the system automatically adds a contact to it. You can add more contacts should you need to by clicking the Specific Contacts tab, and then clicking Add Contact.

You can add individual contact details to them, which can be used in the communications section in DealTrak.

Within a dealer’s entry, you can also upload specific documents related to them and they will be stored against that dealer.

It’s also possible to specify and individual commission structure (e.g. if you have an arrangement with a dealer that they get £100 for each deal placed). This will automatically apply on each paid out proposal with that dealer assigned.

You can also view a list of proposals in DealTrak with the assigned dealer set as the dealer you are viewing.

Introducers can also be added in a similar way to dealers.

Under the Branch Control tab, there is an option for Introducer Information.

You can add notes, tasks and documents in the same way you can for dealers in the system.

The contact information held within the Introducer Information can be used in the communications sent from the DealTrak system.

You can also view a list of proposals in DealTrak with the assigned introducer set as the introducer you are viewing.