Available for the following profiles: Manager and Salesperson
Beforehand, the configuration regarding the users concerned must be operational. Take a look at the article on configuration.
1. As a salesperson, after creating the offer (including trade-in price + restoration costs + sold Used Vehicle), click on the Forward offer to manager button.
2. Select the name of the approver, add a comment if necessary and click on theForward offer to manager button.
The offer is pending approval, you can discuss with the manager via the instant messenger.
3. As a manager, via the notification, access the offer to approve it.