Group | Field | Logic | Status |
|---|---|---|---|
Overall | Name of Dealer | Account Name (Name) | Done |
Overall | Do they offer Floorplan | Account Name (checkbox) | Done |
Overall | Do they offer delivery | Account Name (checkbox) | Done |
Overall | Do they offer end-user financing | Account Name (checkbox) | Not Done |
Overall | Do they offer demo’s | Account Name (Checkbox) | Done |
Overall | Do they offer deal trades | Account Name (Checkbox) | Done |
Overall | # of Dealers in the State | Account Name (Numbers) | Done |
Overall | # of Dealers in the State | Account Name (Numbers) | Done |
Weekly | Week No. | Use today’s date to determine Week No. | |
Invoiced that week. | Roll up summary of sales invoice lines? | ||
Revenue that week | ???? | ||
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Integrations