Custom Proposal Statuses

Instructions

Screenshot

To access the proposal statuses, you need to go in to the Control Panel and select the option Proposal Statuses. The Control Panel is only visible to users that have Administration permissions on their log ins.

If you have no custom statuses, you will only see a list of existing ones in a list.

You can alter the order of this list by clicking the corresponding arrow next to the status to move it up or down in the list.

This is the list as it shows on the Update Proposal Status screen.

When creating a status, the system will require you to:

• Enter the name of the Status.

• Choose a follow status. This is where the status would traditionally follow in relation to the pre-built status options.

• Choose a feedback status. This is the lender decision status shown to DealTrak clients that have sent you a proposal. This only shows to dealers that have their own DealTrak system.

• Choose if the status should be visible on the pending deals page or not. If this box is not selected, a proposal with this status will only be visible on the all deals pages.

If you no longer need a custom status, you can edit it from this screen and set it as disabled.

Once you have created a custom status, it will populate in the list for you to reorder as required.

When entering a validation, you have to select whether the error it shows is a fatal (stops the user sending the proposal) or a warning (alerts the user, but doesn’t stop them sending). You then have to enter the message you wish to show (i.e. The Hirer age is too low to send this proposal).

You can remove any conditions or validations by clicking the delete button.