How to Log Your First Deal

Open the Deal Log and tap + Add Deal

From the main nav, tap Deal Log. On mobile it's in the bottom tab bar; on desktop it's in the top nav. Then tap the + Add Deal button in the top-right corner to open the new deal drawer.

Fill in the deal form

The form is interactive — here's exactly what you'll see. Try clicking the deal type buttons and status pills below:

• → Customer name — first and last name of the buyer.
• → Deal type — New, Used, or Dealer Purchase.
• → Vehicle — year, make, and model are required. Stock number is optional.
• → Salesperson — pick the primary salesperson from your team list.
• → Status — Pending, Closed, Lost, or Delivered. You can update this later.

Add a split deal or BDC agent (optional)

If the deal was a collaboration, scroll down in the form to assign a split salesperson. Each person's deal will count 0.5 toward their unit total on the leaderboard. You can also credit a BDC Agent who set the appointment.

Add trade-in details (if applicable)

Check "Has trade-in?" to reveal the trade fields. You can enter the trade vehicle's year, make, and model. If your store has trade disposition enabled, a radio button group will appear to select where the trade is going (Auction, CarMax, Retail, etc.).

Save — the deal appears live on the board

Tap Save Deal. It immediately shows up on the VS Board leaderboard and in the Deal Log table below. Any connected screens (TVs, tablets) update in real time.